White Plains, NY Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$2,891,486,161
ClientsTotal clients
6,170
AdvisorsAdvisors at this office
2
Of 88 advisors across 41 offices
Location
50 Main Street, Suite 1000, #1013
White Plains NY 10606
Advisors at this office
2
Advisors at this office
Diana D
CFP®, Series 66
White Plains, NY
Vicus Capital, Inc.
Diana DeFrate is a CFP® with 23 years of industry experience, currently serving as owner and CEO of DeFrate & Paavola, LLC. She has been with Vicus Capital, Inc. since 2005 and also holds a role at Cetera Wealth Services, LLC. Outside of advisory work, she is licensed to sell life, annuities, and long-term care insurance. Vicus Capital serves a diverse client base including individuals, businesses, trusts, and retirement plan sponsors, offering investment management, financial planning, and retirement consulting. The firm employs a mix of fundamental and technical analysis across multiple strategies and provides specialized fiduciary consulting and plan-sponsor services alongside traditional advisory offerings.
Tuula P
CFP®, Series 66
White Plains, NY
Vicus Capital, Inc.
Tuula Paavola is a CFP® with 23 years of industry experience, currently serving as owner and managing director of DeFrate & Paavola, LLC. She has been affiliated with Vicus Capital, Inc. since 2005 and also maintains a role as an insurance agent selling life, annuities, and long-term care products. Vicus Capital serves a diverse client base including individuals, businesses, trusts, and retirement plan sponsors, offering investment management, financial planning, and retirement consulting. The firm employs a range of strategies combining fundamental and technical analysis and provides specialized fiduciary consulting and plan-sponsor services uncommon among enterprise firms.
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