Vincent Scarsella

Director of Research & Investment Development
Certified Financial Planner ®
Certified Fund Specialist®

About

As Director of Research & Investment Development, Vincent specializes in portfolio construction/management, IRAs, 403(b) & 401(k), budgeting/cash flow analysis, life insurance, and college planning.

Schedule a Meeting with Vincent Scarsella!

Experience

From financing secondary education or managing a portfolio, Vincent helps clients manage a financial plan that aligns with various economic and life situations. He is dedicated to learning about each client’s personal goals and will build a plan focused on specific needs. Has been with Sgroi Lawley since 2012

Accreditation

Vincent holds FINRA Series 7 & 63 licenses with LPL Financial, and a Life, Accident, and Health License. He is a CERTIFIED FINANCIAL PLANNER® (CFP®), a Certified Fund Specialist®, and a Registered Representative.

Education

Vincent earned a bachelor’s degree from Canisius University and is involved in the Center for Professional Development at Canisius.

Community

Vincent is involved in the Business & Education Employability Portfolio (BEEP) program, providing digital portfolio program and workplace skills to high school students.