Duo of Accomplished Advisors Break from Merrill to Create Independent Wealth Planning and Advisory Firm in North Carolina – Vincita Investment Partners
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Wednesday, April 3, 2024
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Vincita Investment Partners is proud to announce its launch as an independent investment advisory firm.
Key Points:
- Vincita Investment Partners is proud to announce its launch as an independent investment advisory firm.
- Based in Greensboro, North Carolina, Vincita is dedicated to providing customized financial planning, an extensive investment platform, and personalized service to assist clients in navigating the intricacies of their finances.
- Prior to starting Vincita, JJ and Lauren worked together at Merrill and have 15 and 10 years of industry experience, respectively.
- JJ holds several designations, including Certified Private Wealth Advisor®, Certified Exit Planning Advisor and Chartered Retirement Planning Counselor™.