LVW Advisors, LLC

Jacklyn Raymonda is a financial advisor with LVW Advisors, LLC in Pittsford, NY, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at UBS Financial Services Inc., Lincoln Financial Advisors, and Osaic Wealth, Inc. LVW Advisors provides investment and wealth management, financial planning, and consulting services to high-net-worth individuals, families, trusts, foundations, business entities, and institutional clients. The firm uses customized Investment Policy Statements, asset allocation, diversification, and a combination of active and passive independent managers, including allocations to non-traditional strategies such as hedge funds and private equity.

Allison Bell is a financial advisor at LVW Advisors, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at Ashford Advisors, Generation Capital Management, and the University of Rochester. LVW Advisors provides investment and wealth management, financial planning, and consulting services to high-net-worth individuals, families, trusts, foundations, business entities, and institutional clients. The firm employs a customized approach using asset allocation, diversification, Monte Carlo analysis, and a mix of active and passive managers, including allocations to non-traditional strategies such as hedge funds and private equity.

Lori Van Dusen is a financial advisor with LVW Advisors, LLC in Pittsford, NY, holding Series 63 and Series 65 licenses and bringing four years of industry experience. She has been with LVW Advisors since 2011. LVW Advisors provides investment and wealth management, financial planning, and consulting services to high-net-worth individuals, families, trusts, foundations, business entities, and institutional clients. The firm employs customized Investment Policy Statements and a combination of active and passive independent managers, including allocations to non-traditional strategies, to align portfolios with client objectives.

Christopher Van Buren is a CFP® professional with 13 years of industry experience, currently serving as an advisor at LVW Advisors, LLC since 2018. His prior experience includes roles at Bank of America, Merrill Lynch, and several HD Vest entities. LVW Advisors provides investment and wealth management, financial planning, and consulting services to high-net-worth individuals, families, trusts, foundations, business entities, and institutional clients. The firm employs a customized approach that includes asset allocation, diversification, Monte Carlo analysis, and a blend of active and passive independent managers, along with allocations to non-traditional strategies such as hedge funds, private equity, and commodities.

Paul Salvetti is a CFA® charterholder with 4 years of industry experience, currently serving at LVW Advisors, LLC since 2016. He is based in Pittsford, NY, and works within a multi-team firm of 11 advisors. LVW Advisors provides investment and wealth management, financial planning, and consulting services to high-net-worth individuals, families, trusts, foundations, business entities, and institutional clients. The firm employs customized Investment Policy Statements and a combination of active and passive independent managers, incorporating non-traditional strategies and tactical opportunities alongside long-term allocations.

Richard Van Kuren is a CFA® charterholder with seven years of industry experience, currently serving as an advisor at LVW Advisors, LLC. He has been with LVW Advisors since 2011. Van Kuren is a board member and investment committee member of Sojourner Home for Women, where he oversees the management of the organization and its endowment portfolio. LVW Advisors provides investment and wealth management, financial planning, and consulting services to high-net-worth individuals, families, trusts, foundations, business entities, and institutional clients. The firm employs customized investment policy statements and a combination of active and passive strategies, including allocations to non-traditional assets and tactical opportunities, to align portfolios with client objectives.

Jeffrey Wagner is a financial advisor at LVW Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with LVW Advisors since 2011. LVW Advisors provides investment and wealth management, financial planning, and consulting services to high-net-worth individuals, families, trusts, foundations, business entities, and institutional clients. The firm employs a combination of active and passive investment strategies, including non-traditional asset classes, and offers both discretionary and nondiscretionary portfolio management tailored to client objectives.

Joseph Zappia is a financial advisor with LVW Advisors, LLC in Pittsford, NY, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with LVW Advisors, operating as Zappia Family Wealth, since 2014. Outside of his advisory role, he is involved as a member in private and public securities investments through JZMS Ventures, LLC and 13 Bridge Street LLC. LVW Advisors provides investment and wealth management, financial planning, and consulting services to high-net-worth individuals, families, trusts, foundations, business entities, and institutional clients. The firm employs a customized investment approach incorporating asset allocation, diversification, and both active and passive managers, along with access to non-traditional strategies such as hedge funds and private equity.

Abigail Adams is a financial advisor at LVW Advisors, LLC in Pittsford, NY, holding Series 65 and Series 66 designations with eight years of industry experience. She has been with LVW Advisors since 2014. LVW Advisors provides investment and wealth management, financial planning, and consulting services to high-net-worth individuals, families, trusts, foundations, business entities, and institutional clients. The firm employs a mix of active and passive independent managers and incorporates non-traditional strategies alongside tactical and long-term allocations to align portfolios with client objectives.