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John P
ChFC®, Series 63, Series 65
Warren, PA
Aviso Wealth Management
John Palmieri is a financial advisor at Aviso Wealth Management with 26 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes roles at PNC Wealth Management, Gladstone Wealth Partners, and LPL Financial. Outside of his advisory work, he operates a sole proprietorship selling fixed annuities, Medicare products, and property coverage, and also manages an eBay business. Aviso Wealth Management provides financial planning, portfolio management, pension consulting, and other services to individuals, families, trusts, corporations, charitable organizations, and pension plans. The firm manages approximately $621 million in assets for about 913 clients through a team of nine advisors, utilizing a range of analytical strategies and offering both discretionary and non-discretionary account management.
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