Vincent Lopes,

A desire to help individuals and their families achieve financial independence is what attracted Vincent to the investment and financial services field. Since 2000, he has focused on providing his clients with personalized financial planning and investment strategy management, as well as tax-efficient investing and legacy planning. Vincent's 4-step process for providing personalized advice is setting realistic goals, developing an asset allocation strategy based on each individual clients/family’s financial situation, selecting suitable investment vehicles, and reviewing and evaluating a clients' financial plan.

Prior to joining New York Wealth Management, Vincent spent nine years in Smith Barney’s Garden City office.

He is a graduate of Hofstra University, where he earned a Bachelor of Business Administration in accounting. In addition, Vincent is a Certified Financial Planner^™ practitioner, having earned the certification by meeting the high experience, education and ethical standards established by the CFP Board.

Vincent currently resides in North Bellmore with his wife Jacqueline and daughters Ava and Juliana. In his spare time Vincent is involved and an active member of the board of directors of the Scott J. Beigel Memorial Foundation, involved in the Knights of Columbus as well as dedicating time to his church. He also is a former CYO, basketball, softball and tee ball coach. In addition he supports many other charitable causes.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Raymond James does not provide any tax advice. Raymond James is not affiliated with any organizations listed above