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Richard Z
Series 63, Series 65
Jacksonville Beach, FL
Lionsbridge Wealth Management LLC
Richard Zanghetti is a financial advisor with Lionsbridge Wealth Management LLC in Jacksonville Beach, FL. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Zanghetti has worked with Signet Securities, LLC, and has been involved with Lionsbridge Insurance, LLC and Lionsbridge Wealth Management since 2009, serving as managing member of the insurance firm in a limited administrative capacity. Lionsbridge Wealth Management provides fee-based advisory services to individuals, high-net-worth clients, trusts, foundations, endowments, and businesses. The firm employs an active Core Plus equity approach combining proprietary VGQ selection methods with tactical and long/short ETF strategies, and manages approximately $122 million in regulatory assets under management.
Bradley R
CFA®, Series 66
Jacksonville Beach, FL
Lionsbridge Wealth Management LLC
Bradley Ridinger is a CFA® charterholder with 24 years of industry experience. He has worked at Lionsbridge Securities, LLC since 2010 and Lionsbridge Asset Management, LLC since 2008. He is based in Jacksonville Beach, FL, and holds the Series 66 designation. LionsBridge Wealth Management provides fee-based advisory services to individuals, high-net-worth clients, trusts, foundations, endowments, and businesses. The firm offers discretionary portfolio management with an active Core Plus equity approach that incorporates proprietary strategies for U.S. large-cap selection and ETF management, alongside fixed-income allocations determined by top-down quality and maturity assessments.
Carolyn H
Series 63, Series 66
Jacksonville Beach, FL
Lionsbridge Wealth Management LLC
Carolyn Ham is a financial advisor with Lionsbridge Wealth Management LLC in Jacksonville Beach, FL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been associated with Lionsbridge Wealth Management since 2008 and also holds authorized member roles at Lionsbridge Insurance, LLC and Lionsbridge Capital, LLC, where she performs limited administrative tasks. Lionsbridge Wealth Management provides fee-based advisory services to individuals, high-net-worth clients, trusts, foundations, endowments, and businesses, offering discretionary portfolio management along with retirement planning and IRA rollover advice. The firm employs an active Core Plus equity approach combined with proprietary strategies and manages approximately $122 million in regulatory assets.
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