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Stephen D
CFP®, Series 65
Canfield, OH
Gem-Young Wealth Advisors, LLC
Stephen Daprile is a CFP® with seven years of industry experience, currently serving as an advisor at Gem-Young Wealth Advisors, LLC. He has been with the firm since 2019 and holds a Series 65 license. Gem-Young Wealth Advisors provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm incorporates fundamental analysis, long- and short-term trading, and includes insurance products alongside traditional investment vehicles in its offerings.
Leo D
ChFC®, Series 63
Canfield, OH
Gem-Young Wealth Advisors, LLC
Leo Daprile is a ChFC® with over 40 years of experience in the financial services industry. He has been with Gem-Young Wealth Advisors, LLC since 2014 and has been involved with GEM-Young Insurance Agency, Inc. since 1985. Gem-Young Wealth Advisors, LLC provides portfolio management, financial planning, and advisory services to individuals, pension and profit-sharing plans, and business entities. The firm employs fundamental analysis and both long- and short-term trading strategies, managing accounts on a discretionary basis and conducting due diligence on third-party managers.
Kelly V
Series 65
Canfield, OH
Gem-Young Wealth Advisors, LLC
Kelly Vinopal is a financial advisor with Gem-Young Wealth Advisors, LLC, holding a Series 65 designation and two years of industry experience. Prior to joining Gem-Young Wealth Advisors, Vinopal has worked with several firms including \u0026PARTNERS, Commonwealth Financial Network, and Bucholtz & Germo. Gem-Young Wealth Advisors provides portfolio management, financial planning, and advisory services to individuals, pension and profit-sharing plans, and business entities. The firm uses an Investment Policy Statement to document client objectives and manages accounts on a discretionary basis with both fundamental analysis and various trading approaches.
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