VINCENT IANNUCCI JR

Senior Financial Advisor

First Vice President - Investment Officer

Address: 2500 WESTCHESTER AVENUE, SUITE 203 , PURCHASE , NY 10577
Call: 914-682-5725  |  800-553-0031    Fax: 914-682-5001
Email: vincent.iannucci@wellsfargoadvisors.com Compose mail in a new window

My Background

For over twenty-three years, I've helped clients reach their financial and retirement goals. In particular, I work with families, and I have dedicated my career to delivering the personalized investment planning services that my clients deserve. As a Financial Advisor with Wells Fargo Advisors, I can offer a wide range of wealth management services, from helping clients select individual investments to developing a retirement plan. With access to a broad array of company resources -- including research analysts and economic and market experts -- I can help my clients make informed investment decisions based on their specific needs. <br/><br/>I earned my undergraduate degree at SUNY ALBANY and my MBA from Manhattan College. As an undergraduate, I was named to the Dean's List and the President's List for my academic performance. Moreover, as an MBA student, I graduated #1 in my class and was inducted into Delta Mu Delta the National Honor Society for MBA students. I also hold my FINRA Series 7 and 63 registrations and have recently achieved the title of First Vice President - Investment Officer at Wells Fargo Advisors. On a personal note, I live with my wife and three beautiful daughters in Thornwood, NY.

2025 FIVE STAR WEALTH MANAGER<br/><br/>This award was issued on 07/01/2025 by Five Star Professional (FSP) for the time period 09/18/2024 through 02/28/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 949 Westchester-area wealth managers were considered for the award; 80 (8 % of candidates) were named 2025 Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.

2024 FIVE STAR WEALTH MANAGER<br/>This award was issued on 7/1/24 by Five Star Professional (FSP) for the time period 9/12/23 through 3/29/24. 831 Westchester-area wealth managers were considered for the award; 79 (10% of candidates) were named 2024 Five Star Wealth Managers. Visit www.fivestarprofessional.com.<br/><br/>2022 FIVE STAR WEALTH MANAGER<br/>Award issued on 07/01/2022 by Five Star Professional (FSP) for the time period 10/11/2021 through 4/08/2022. 737 WESTCHESTER MARKET wealth managers were considered for the award; 87 (12 % of candidates) were named Five Star Wealth Managers.<br/><br/>2020 FIVE STAR WEALTH MANAGER<br/>Award issued on 07/01/2020 by Five Star Professional (FSP) for the time period 10/14/2019 through 4/24/2022. 661 WESTCHESTER MARKET wealth managers were considered for the award; 661 (14 % of candidates) were named Five Star Wealth Managers.<br/><br/>2019 FIVE STAR WEALTH MANAGER<br/>Award issued on 07/01/2019 by Five Star Professional (FSP) for the time period 10/09/2018 through 05/03/2019. 654 WESTCHESTER MARKET wealth managers were considered for the award; 115 (18 % of candidates) were named Five Star Wealth Managers.<br/><br/>2018 FIVE STAR WEALTH MANAGER<br/>Award issued on 07/01/2018 by Five Star Professional (FSP) for the time period 10/23/2017 through 05/10/2017. 680 WESTCHESTER MARKET wealth managers were considered for the award; 85 (13 % of candidates) were named Five Star Wealth Managers.<br/><br/>2017 FIVE STAR WEALTH MANAGER<br/>Award issued on 07/17/2017 by Five Star Professional (FSP) for the time period 10/21/2016 through 05/08/2017. 492 WESTCHESTER MARKET wealth managers were considered for the award; 98 (20 % of candidates) were named Five Star Wealth Managers.<br/><br/>2016 FIVE STAR WEALTH MANAGER<br/>Award issued on 06/01/2016 by Five Star Professional (FSP) for the time period 12/07/2015 through 05/11/2016. 641 WESTCHESTER MARKET wealth managers were considered for the award; 149 (23 % of candidates) were named Five Star Wealth Managers.<br/><br/>2015 FIVE STAR WEALTH MANAGER<br/>Award issued on 07/01/2015 by Five Star Professional (FSP) for the time period 12/07/2014 through 05/11/2015. 1333 WESTCHESTER MARKET wealth managers were considered for the award; 288 (22 % of candidates) were named Five Star Wealth Managers.<br/><br/>2014 FIVE STAR WEALTH MANAGER<br/>Award issued on 07/01/2014 by Five Star Professional (FSP) for the time period 12/07/2013 through 05/11/2014. 3105 WESTCHESTER MARKET wealth managers were considered for the award; 283 (9 % of candidates) were named Five Star Wealth Managers.<br/><br/>2012 FIVE STAR WEALTH MANAGER<br/>Award issued on 07/01/2012 by Five Star Professional (FSP) for the time period 12/07/2011 through 05/11/2012. 1598 WESTCHESTER MARKET wealth managers were considered for the award; 300 (19 % of candidates) were named Five Star Wealth Managers.

Securities Registered in the following states: CA, CO, CT, DE, FL, GA, IL, MA, MD, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA
Insurance licensed in the following states: Resident State: NY
VINCENT IANNUCCI JR: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: New York : PURCHASE Branch