Lions Bridge Financial Advisors



The Lions Bridge Financial Advisors, Inc. team is committed to our client's success, continual education of our team members for an ever-changing investment world, and supporting our community locally and globally. 

Our mission is to be known for our integrity, commitment to the families and business we serve, setting a high service standard demonstrated by our work ethic, and for being reliable sources of insight into the key financial and investment areas affecting the lives of our clients.

Jayne Di Vincenzo, CEP®, AIF®

Jayne Di Vincenzo, 

AIF®, CEP®
President

(757) 599-9111
Jayne@LionsBridgeFA.com

Jayne creates, implements, and monitors comprehensive financial plans for individual clients and their families and for small to medium-sized businesses and their owners.


 

James serves families, businesses, and their owners with comprehensive financial solutions and retirement planning and income strategies.

Click to read more...
 
Charles

Charles “Don” Felling

LPL Financial Advisor

Charles “Don” Felling is proud to be an independent financial advisor affiliated with LPL Financial, the nation’s largest independent brokerage firm.* Don holds several securities registrations held with LPL Financial including the ...
 

Lauren Mundy

Associate Wealth
Advisor

Lauren@LionsBridgeFA.com

Lauren Mundy is an Associate Wealth Advisor with Lions Bridge Financial, focusing on supporting our team and clients. Lauren holds her Series 7 and 66 Registrations with LPL Financial.
  
Kylene Tiller

Kylene Tiller

Wealth Planning Assistant

Kylene@LionsBridgeFA.com

Kylene Tiller, Wealth Planning Assistant, provides assistance to Jayne Di Vincenzo in the process of building and analyzing financial plans for clients.
 

Becky Plarr

Director of First Impressions

Becky@LionsBridgeFA.com

Becky is our Director of First Impressions. She will be greeting you, assisting with creating and inviting you to events and calling to schedule and confirm your appointments.
 

Strategic Partners & LPL Financial Corporate Research Team

 
John Canally, CFA

John Canally, CFA

LPL Financial
Economist

John Canally is Chief Economic Strategist at LPL Financial. In this role, Mr. Canally plays an integral role in the development and articulation of LPL Financial market and investment strategies. Mr. Canally has been quoted in many...
 
Ben Foreman

Ben Foreman

Trust Officer


Ben Foreman serves as Vice President and Business Development Officer for The Private Trust Company N.A., an affiliate of LPL Financial. With more than 20 years in the trust and investment industry, Ben serves the eastern half of the...

Deanna Moss, CLTC

Deanna Moss, CLTC

LPL Financial Long Term Care Solutions Specialist

Deanna Moss is an LPL Financial insurance team consultant who specializes in long term care and life insurance planning. She supports the Lions Bridge Financial team on insurance coverage design, consulting and field underwriting ...
 
Trey Wall, LUTCF

Trey Wall, LUTCF

LPL Financial Vice President - Manager of ICS

Trey Wall has over 20 years of experience in advanced life insurance planning, product design/ sales, and brokerage management. Gaining his experience as a brokerage director in Charlotte and leading in Transamerica Variable Life Sales ...
 
Rebecca Hourihan, AIF®

Gary Weeks

Gary Weeks, LPL Financial Retirement Plan Consultant

Gary is a Retirement Plan consultant at LPL Financial. He helps advisors and their teams with many aspects throughout the retirement plan process. Some of the tools he brings advisors are industry support, benchmarking reports ...
 
Burt White

Burt White

LPL Financial Chief Investment Officer

Burt White serves as the Chief Investment Officer of LPL Financial. Burt’s primary role is to provide the strategic guidance for the Research Department. The role includes setting the vision and assuring integrity for the firm’s ...
 
Anthony Valeri

Anthony Valeri

Senior Vice President

As Senior Vice President and Market Strategist, Anthony is a member of the Research department’s tactical asset allocation committee and is responsible for developing and articulating fixed income and general market strategy ...
 
The members of the LPL Financial Staff listed here are not affiliated with Lions Bridge Financial.