David Labricciosa Cpa, Aep® Email and Phone Number
David Labricciosa Cpa, Aep® work email
- Valid
- Valid
David Labricciosa Cpa, Aep® personal email
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.
-
Chief Executive OfficerVisio Wealth Partners Jan 2021 - Present -
Managing PartnerAspirewealth Planners Nov 2014 - Sep 2020Hunt Valley, MdAs 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.
-
Managing DirectorIndependence Wealth Strategies, An Office Of Metlife 2009 - Oct 2014Plymouth Meeting, PaI 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. -
Division ManagerCreative Financial Group 1994 - 2009Newtown Square, PaSupervised 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. -
Senior AccountantDeloitte & Touche 1988 - 1994
David Labricciosa Cpa, Aep® Skills
David Labricciosa Cpa, Aep® Education Details
-
Accounting -
Villanova UniversityAccounting
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.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial