Vinny Grucza,
CFP®, AAMS® Senior Investment Portfolio AnalystVinny Grucza joined Raymond James in May 2014 as a Compliance Associate, where he assisted Financial Advisors in adhering to firm guidelines and regulatory policies. In May 2015, Vinny transitioned to Asset Management Services within Raymond James as an Internal Consultant, supporting Financial Advisors throughout the Mid-Atlantic region. In this role, he provided guidance to financial advisors working with high-net-worth clients, foundations, and endowments, offering expertise in portfolio management, asset allocation, and investment analysis.
As a CERTIFIED FINANCIAL PLANNER® CFP®, Vinny is committed to helping clients achieve their financial goals. CFP® professionals offer advice in areas such as investment, retirement, tax, estate, and insurance planning. Vinny adheres to strict ethical standards, designing personalized and comprehensive financial strategies tailored to each client's unique needs.
Vinny graduated from the University of South Florida with a Bachelor of Science degree in Finance and a minor in Leadership Studies. He holds both Series 7 and Series 66 licenses and has earned the Accredited Asset Management Specialist® (AAMS®) professional designation.
Vinny and his wife Kimberly, along with their three children—Lucy, Daniel, and Frankie—reside in Jensen Beach. Outside of the office, Vinny enjoys spending time with his family, going to the beach, and cheering for his favorite team, the Buffalo Bills.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
AAMS® and Accredited Asset Management Specialist® are registered service marks of the College for Financial Planning.
