Vincent DiStefano,

D’Youville College – Bachelor of Science
D’Youville College – Master of Science International Business

Vincent is a financial advisor who, prior to joining Raymond James in 2020, began his career at Merrill Lynch Wealth Management in 1998. Over the years, he has helped clients develop strategies to grow, preserve and transfer their wealth.

Vincent offers individually tailored wealth management services to individuals, high-net-worth families, entrepreneurs, corporate executives and businesses. He helps clients manage various aspects of their finances. His work is limited to a select group of clients in order to provide them with the attention necessary to manage their wealth.

For Vincent, the needs of his clients and their families always come first. His approach is a consultative, objective and transparent one. Once he helps establish the ‘why’ behind your financial goals, he focuses on the ‘how’ – working closely with you to pursue your objectives while relying on a team of industry specialists who can help address any complex financial situations.

Vincent holds the Chartered Retirement Plans Specialist^SM (CRPS®) designation, awarded by the College for Financial Planning. While at Merrill Lynch, he was also a Retirement Benefits Consultant (RBC), which refers to a select group of qualified and credentialed Merrill Lynch Designated Advisors who can deliver access to the firm’s Fiduciary Advisory Services program and provide support for education and plan services. Additionally, Vincent is an Accredited Investment Fiduciary® (AIF®) professional. Aside from completing ethical behavior and fiduciary services courses, AIF® advisors have learned to balance their business interests against a client-first (or fiduciary) approach.

Vince, along with his wife and two daughters, lives in Orchard Park, where he is a volunteer firefighter with the Orchard Park Fire Department.

C(k)P® is a registered trademark of The Retirement Advisor University, Inc.

CRPS® and Chartered Retirement Plans Specialist are registered service marks of the College for Financial Planning.

CPFA – Certified Plan Fiduciary Advisor|