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Vincent J

CFP®, Series 66, Series 63

Islamorada, FL

Kestra Advisory

Vincent Jiovenetta is a CFP® certified financial advisor with nine years of industry experience. He is currently with Kestra Advisory Services, LLC and Kestra Investment Services, LLC, and previously worked at Commonwealth Financial Network, Morgan Stanley, and Alma Wealth. Outside of his advisory work, he performs as a singer at local venues in the Florida Keys. Kestra Advisory Services provides investment advisory and retirement plan consulting to institutional and individual clients, offering services that include plan design, fiduciary consulting, and employee education. The firm serves a diverse client base, including large institutional investors, and supports multiple management platforms and complex product access within a supervisory framework.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Joseph J

Series 63, Series 65

Islamorada, FL

Kestra Advisory

Joseph Jiovenetta is a financial advisor at Kestra Advisory with Series 63 and Series 65 credentials and 41 years of industry experience. His prior roles include positions at Morgan Stanley, Commonwealth Financial Network, Alma Wealth, ValMark Advisers, and LPL Financial. He is based in Islamorada, Florida, and has experience assessing clients’ insurance needs as an agent. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as plan design, fiduciary consulting, investment advice, and employee education, serving large institutional clients and maintaining extensive third-party relationships.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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