A team of former Wells Fargo advisors have joined Focus Financial’s partner firm, LVW Advisors to launch LVW Family Wealth.
Joseph Zappia and Ted Garofola have launched Rochester, N.Y.-based LVW Family Wealth, a firm focused on providing wealth management and integrated financial planning services to affluent families and family offices. Zappia is the former managing director and senior portfolio manager of the Zappia Investment Group at Wells Fargo where he managed about $400 million in client assets.
The move was facilitate by Focus Connections, a Focus Financial program aimed at helping wirehouse teams transition their business and launch their own independent wealth management firms.
Please send On the Move items to Kathy Lynch.