Aviso Wealth Management

Joseph Perry is a financial advisor with Aviso Wealth Management in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at firms including Osaic and Cetera Advisors, and has served as president and managing member for multiple related entities. Outside of advisory roles, he is involved in several business ventures, including a leadership position at Don Pepe's Garage LLC. Aviso Wealth Management is a nine-advisor team that provides investment advisory and financial planning services to individuals, families, trusts, corporations, pension plans, and nonprofit organizations. The firm manages approximately $495 million across about 772 client relationships, using a variety of analytical approaches and investment vehicles tailored to client objectives, with services offered on both discretionary and non-discretionary bases.

Timothy Mickey is a CFP®-certified financial advisor with 44 years of industry experience, currently serving at Aviso Wealth Management. His career includes roles at OSAIC, Cetera Advisors LLC, and First Allied Securities. Outside of his advisory work, he is involved with Aviso Tax Services, an affiliated tax preparation company to which he may refer clients without compensation. Aviso Wealth Management is a nine-advisor team managing approximately $495 million across 772 client relationships. The firm provides investment advisory and financial planning services to individuals, families, trusts, corporations, pension plans, and nonprofit organizations, employing a range of analytical approaches and offering both discretionary and non-discretionary portfolio management.

Bryant Boswell is a financial advisor at Aviso Wealth Management in Washington, DC, holding a Series 66 license with three years of industry experience. His prior roles include positions at Osaic Wealth, INC. and Cetera Advisors LLC. Outside of his advisory work, he serves as a JV lacrosse coach at Georgetown Preparatory School. Aviso Wealth Management is a nine-advisor team that provides investment advisory and financial planning services to individuals, families, trusts, corporations, pension plans, and nonprofit organizations. The firm manages approximately $495 million across about 772 client relationships, employing a range of analytical approaches to implement client-specific investment policies with regular portfolio reviews.

Kayla Welker is a CFP® and holds a Series 66 license with four years of industry experience. She is currently with Aviso Wealth Management and has prior experience at firms including OSAIC, Cetera Advisors LLC, and Wagner, Dreese, Elsasser & Associates P.C. In addition to her advisory role, she serves as president of a tax preparation and planning firm. Aviso Wealth Management is a nine-advisor team that provides investment advisory and financial planning services to individuals, families, trusts, corporations, pension plans, and nonprofit organizations. The firm manages approximately $495 million across about 772 client relationships, offering portfolio management, financial planning, pension consulting, and other services using a variety of analytical approaches and investment vehicles.

Diana Kon is a financial advisor at Aviso Wealth Management in Bellevue, WA, holding a Series 66 designation with 13 years of industry experience. She has worked with firms including Cetera Advisors LLC and First Allied Advisory Services. Aviso Wealth Management provides investment advisory and financial planning services to individuals, families, trusts, corporations, pension plans, and nonprofit organizations. The firm manages approximately $495 million across 772 client relationships, utilizing a variety of analytical approaches and investment vehicles tailored to client-specific policies.

Craig Lawler is a ChFC®-designated financial advisor with 44 years of industry experience. He is currently with Aviso Wealth Management and has held positions at Cetera Advisors LLC and First Allied Advisory Services. Outside of his advisory work, Lawler serves as chairman of the Northumberland Montour Joint Airport Authority, overseeing operations at a small general aviation airport. Aviso Wealth Management is a nine-advisor team that provides investment advisory and financial planning services to individuals, families, trusts, corporations, pension plans, and nonprofit organizations. The firm manages approximately $495 million across about 772 client relationships, employing a variety of analytical approaches and investment vehicles tailored to client objectives.

William Verrill is a financial advisor at Aviso Wealth Management with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera Advisors LLC and First Allied Advisory Services. Outside of his advisory role, Verrill is involved in aviation-related businesses, holding ownership positions in companies engaged in airplane leasing and maintenance. Aviso Wealth Management serves individuals, families, trusts, corporations, pension plans, and nonprofit organizations, managing approximately $495 million across about 772 client relationships. The firm employs a variety of analytical approaches to develop client-specific investment policies and offers discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

John Palmieri is a financial advisor at Aviso Wealth Management with 25 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. His prior experience includes roles at LPL Financial and Gladstone Wealth Partners. Outside of advisory work, he operates Palmieri Financial Group, a sole proprietorship selling fixed annuities, Medicare and healthcare products, and property coverage for collectibles, and he also buys and sells items on eBay. Aviso Wealth Management serves individuals, families, trusts, corporations, pension plans, and nonprofit organizations, managing approximately $495 million across 772 client relationships. The firm employs a variety of analytical approaches to develop client-specific investment policies and offers discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Joyce Provost is a financial advisor with Aviso Wealth Management in Seattle, WA, holding a Series 66 designation and bringing 20 years of industry experience. Her career includes roles at OSAIC, Cetera Advisors LLC, and First Allied Advisory Services. She is also a Notary Public. Aviso Wealth Management serves individuals, families, trusts, corporations, pension plans, and nonprofit organizations, managing approximately $495 million across 772 client relationships. The firm offers investment advisory, financial planning, and consulting services, employing diverse analytical approaches and implementing portfolios with quarterly reviews.