Pittsford, NY Office

Jacklyn Raymonda is a financial advisor at LVW Advisors, LLC with 18 years of industry experience. She holds a Series 66 designation and has previously worked at firms including UBS Financial Services, Lincoln Financial Advisors, Morgan Stanley, and Merrill. LVW Advisors provides customized wealth management, financial planning, investment management, research, and consulting services for high-net-worth individuals, families, trusts, estates, private foundations, business entities, and institutional clients. The firm uses a detailed investment process incorporating asset allocation, diversification, and stress testing, and employs both passive and active strategies as well as non-traditional investments through its affiliation with Focus Financial Partners.

Allison Bell is a financial advisor with LVW Advisors, LLC, holding a Series 65 designation and two years of industry experience. She has worked at firms including RFG Advisory LLC dba Six Point Financial Partners and Ashford Advisors. LVW Advisors provides customized wealth management, financial planning, and investment management services to high-net-worth individuals, families, trusts, estates, private foundations, business entities, and institutional clients. The firm employs a diversified investment approach that incorporates both passive and active managers, non-traditional strategies, and tactical opportunities, supported by a network affiliated with Focus Financial Partners.

Lori Van Dusen is a financial advisor at LVW Advisors, LLC with five years of industry experience. She holds the Series 63 and Series 65 designations and has been with LVW Advisors since 2011. LVW Advisors provides customized wealth management, financial planning, investment management, research, and consulting for high-net-worth individuals, families, trusts, estates, private foundations, business entities, and institutional clients. The firm emphasizes individualized investment policy development, asset allocation, diversification, and multi-scenario stress testing, using a combination of passive and active managers along with non-traditional strategies.

Richard Van Kuren Jr. is a CFA® charterholder with seven years of industry experience, currently serving as an advisor at LVW Advisors, LLC. He previously worked at Convergent Wealth Advisors, LLC for two years before joining LVW Advisors, where he has worked for 15 years. Van Kuren serves as a board member and investment committee member for Sojourner Home for Women, providing oversight of the organization and its endowment portfolio. LVW Advisors offers customized wealth management, financial planning, and investment management services to high-net-worth individuals, families, trusts, estates, private foundations, business entities, and institutional clients. The firm focuses on asset allocation, diversification, and the use of both passive and active independent managers, incorporating non-traditional strategies and tactical opportunities to align portfolios with client objectives.

Jeffrey Wagner is a financial advisor at LVW Advisors, LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked at LVW Advisors since 2011, following two years at Convergent Wealth Advisors, LLC. LVW Advisors provides customized wealth management and financial planning services for high-net-worth individuals, families, trusts, estates, private foundations, business entities, and institutional clients. The firm emphasizes asset allocation, diversification, and risk analysis while allocating across passive and active managers and utilizing non-traditional strategies such as hedge funds and private equity.

Joseph Zappia is a financial advisor with LVW Advisors, LLC, holding Series 63 and Series 66 designations and 17 years of industry experience. He has worked at LVW Advisors since 2014 and previously spent five years with Wells Fargo Clearing. Outside of his advisory role, he is involved as a member in investment entities focused on private and public securities. LVW Advisors provides customized wealth management and financial planning services for high-net-worth individuals, families, trusts, and institutional clients. The firm emphasizes asset allocation, diversification, and utilizes both active and passive strategies, including non-traditional investments like hedge funds and private equity.

Abigail Adams is a financial advisor at LVW Advisors, LLC with 9 years of industry experience. She holds the Series 65 and Series 66 designations and has previously worked at Wells Fargo Clearing, Merrill, and Morgan Stanley Dw Inc. before joining LVW Advisors in 2014. LVW Advisors provides customized wealth management, financial planning, investment management, research, and consulting services to high-net-worth individuals, families, trusts, estates, private foundations, business entities, and institutional clients. The firm emphasizes asset allocation, diversification, and multi-scenario stress testing, utilizing both passive and active managers as well as non-traditional strategies, supported by its affiliation with Focus Financial Partners.