Kim Desio is a financial advisor at Kingswood Wealth Advisors, LLC with 21 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 17 years. Outside of her advisory role, she serves as a notary public. Kingswood Wealth Advisors serves a broad mix of retail and institutional clients, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm uses an open-architecture platform with both discretionary and non-discretionary investment approaches and is notable for its integration with affiliated financial entities and insurance-linked account management.

Vincent Lucchesi is a financial advisor at Kingswood Wealth Advisors, LLC with 28 years of industry experience. He holds the Series 66 designation and previously worked for UBS Financial Services for 18 years, followed by roles at Alden Investment Advisors LLC and J. Alden Associates, Inc. Lucchesi is also president of VSL Wealth Advisory LLC, an entity established to pay expenses. Kingswood Wealth Advisors serves a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, utilizing an open-architecture platform with both discretionary and non-discretionary investment advice tailored to client profiles.