Lions Bridge Financial Advisors is proud to announce the expansion to Williamsburg with a third client office location (already in Newport News and Virginia Beach).
The new location strengthens the Lions Bridge Financial Advisors presence and offers an additional convenient location for advising and client support our base of clients in the James City County/Williamsburg/Toano area. Lions Bridge Financial Advisors’ new office is located off of interstate 64 and directly by Kings Mill at 483 McLaws Circle, Williamsburg, VA 23185.
“We are delighted to be able to serve our Williamsburg area clients more conveniently and bought, rather than leased space our new space, to show our commitment to the community”, said Jayne Di Vincenzo, President of Lions Bridge Financial Advisors. “We are excited to also be closer to many of our professional partners and look forward to expanding our service to this historic and important market”, Di Vincenzo added.
Lions Bridge Financial Advisors is a woman-owned firm founded by Jayne Di Vincenzo nearly 10 years ago. Di Vincenzo has been in financial services over 20-years and her and her team services nearly $200,000,000 in client assets, including $125,000,000 in advisory assets and $70,000,000 in brokerage assets. Lions Bridge Financial Advisors is a full-service financial services, wealth management, insurance, trust services* /estate planning strategy firm proudly serving executives, retirees and military professionals, women, athletes, and business owners throughout Hampton Roads and in 25 states.
Securities and advisory services provided through LPL Financial, a Registered Investment Advisory Firm. Member FINRA/SIPC. Di Vincenzo holds her Municipal Principal Series 53, General Principal Series 24, Series 7, Managed Futures Series 31, Series 65 and 63 registrations with LPL Financial and has her life, health, long term care insurance licenses. Jayne has earned the AIF ® and CEP ® designations and is a CFP ® Candidate.
* Trust services through The Private Trust Company, an LPL Financial Affiliate firm.