David Labricciosa Cpa, Aep®

David Labricciosa Cpa, Aep® Email and Phone Number

Chief Executive Officer at Visio Wealth Partners @ Visio Wealth Partners
David Labricciosa Cpa, Aep®'s Location
United States, United States
David Labricciosa Cpa, Aep®'s Contact Details

David Labricciosa Cpa, Aep® work email

David Labricciosa Cpa, Aep® personal email

n/a
About David Labricciosa Cpa, Aep®

Are you an experienced financial advisor tired of the dull environment of your current organization or a career changer looking for a new opportunity full of growth? Don’t hesitate. Come and talk to me.

David Labricciosa Cpa, Aep®'s Current Company Details
Visio Wealth Partners

Visio Wealth Partners

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Chief Executive Officer at Visio Wealth Partners
David Labricciosa Cpa, Aep® Work Experience Details
  • Visio Wealth Partners
    Chief Executive Officer
    Visio Wealth Partners Jan 2021 - Present
  • Aspirewealth Planners
    Managing Partner
    Aspirewealth Planners Nov 2014 - Sep 2020
    Hunt Valley, Md
    As the Managing Partner of AspireWealth Planners, I am responsible for growing our firm through strategic teaming and business partnerships to become the premier resource in wealth preservation and accumulation in the Chesapeake Bay region and DC Metro marketplaceThe views expressed within this site are the views of the poster alone and do not necessarily reflect the views of Penn Mutual or HTK unless otherwise stated. Information provided is for educational purposes only and shouldn’t be viewed as a recommendation to buy or sell any particular financial product or service. Depending on your individual situation, discussions presented may not be appropriate. Investing involves risk, including loss of value. Insurance and other financial products and services may be subject to certain terms, conditions and costs not identified within the enclosed material. Any strategies represented are not guarantees of future performance or success, and may not be appropriate for your situation. Trade execution orders will not be accepted. Also, do not post any information you do not wish to be shared with others. If you have a matter requiring immediate attention, contact me at [**dlabricciosa@aspirewealthplanners.com]. Registered Representative of, and Securities and Investment Advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA (www.finra.org)/SIPC (www.sipc.org). [**4 North Park Drive, Suite 400, Hunt Valley, MD 21030 | 410-821-2920]. [**AspireWealth Planners and other listed entities are unaffiliated with HTK unless otherwise noted. HTK is a wholly owned subsidiary of Penn Mutual. HTK does not offer tax or legal advice. Our representatives are insurance and securities licensed in the following states: [**DE, MD, NJ, PA, VA, GA]. This is not an offer or solicitation in any state.
  • Independence Wealth Strategies, An Office Of Metlife
    Managing Director
    Independence Wealth Strategies, An Office Of Metlife 2009 - Oct 2014
    Plymouth Meeting, Pa
    I served as Managing Director of Independence Wealth Strategies (IWS), an Office of MetLife, where I led offices in Pennsylvania, Delaware, and New Jersey. I developed advisor teams, which led to a new holistic approach to financial services, and in turn resulted in a 68 percent growth in the agency's top producers.
  • Creative Financial Group
    Division Manager
    Creative Financial Group 1994 - 2009
    Newtown Square, Pa
    Supervised a team of 12 managers contributing to 6 Chairman's Council qualifiers, 5 Master's qualifiers and 10 Leader's qualifiers.Strategic practice development and team building of the New England Financial Flagship winner (#1 producer in the enterprise) 5 years in a row Divisional overall GDC in excess of $17 million Worked directly with 6 of the top 10 producers in the MetLife/NEF distribution channels Recipient of Chairman's Council Qualifier (Sales Manager of the Year) & New England Financial Master Managing Associate Award for the retention of existing producers and development of new recruits. Winner of the Agency Builders Managing Associate Award annually since becoming a Sales Manager in 1996. Multiple winner of NEF's Sales Manager of the Year award.
  • Deloitte & Touche
    Senior Accountant
    Deloitte & Touche 1988 - 1994

David Labricciosa Cpa, Aep® Skills

Strategic Partnerships Leadership Management Financial Services Securities Strategic Planning Financial Advisory Team Building Coaching Finance Wealth Management Services

David Labricciosa Cpa, Aep® Education Details

Frequently Asked Questions about David Labricciosa Cpa, Aep®

What company does David Labricciosa Cpa, Aep® work for?

David Labricciosa Cpa, Aep® works for Visio Wealth Partners

What is David Labricciosa Cpa, Aep®'s role at the current company?

David Labricciosa Cpa, Aep®'s current role is Chief Executive Officer at Visio Wealth Partners.

What is David Labricciosa Cpa, Aep®'s email address?

David Labricciosa Cpa, Aep®'s email address is da****@****ers.com

What schools did David Labricciosa Cpa, Aep® attend?

David Labricciosa Cpa, Aep® attended Villanova University, Villanova University.

What skills is David Labricciosa Cpa, Aep® known for?

David Labricciosa Cpa, Aep® has skills like Strategic Partnerships, Leadership, Management, Financial Services, Securities, Strategic Planning, Financial Advisory, Team Building, Coaching, Finance, Wealth Management Services.

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