LVW Advisors, a Rochester, NY-based partner firm of Focus Financial Partners, has expanded its offering to affluent families by hiring Joseph Zappia from Wells Fargo Advisors.
Zappia, a former managing director and senior portfolio manager of the Zappia Investment Group at Wells Fargo Advisors, managed approximately US$400 million in private client assets.
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Zappia said that the LVW Family Wealth will focus exclusively on offering wealth management and integrated financial planning services to affluent families and family offices.
Established in 2011 through Focus Connections, LVW manages approximately $2 billion in client assets.
LVW CEO Lori Van Dusen said, "Joe has been an industry peer for years and I am delighted to have someone with such deep investment and financial planning expertise as part of our team."
"This partnership is a collaboration between two talented and experienced teams, joined together with a common goal – our clients.
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By GlobalData"With the ongoing support and counsel of Focus, we continue to look for like-minded partners, like Joe, as we expand our offering and add talent," Dusen added.
Additionally, Ted Garofola will also join Zappia at LVW, where they will continue providing financial planning, investment advisory, trust and estate planning, tax planning and insurance solutions to private clients.
