Dvb Financial, Llc
DVB Financial is an independent financial services firm that specializes in partnering with business owners for the benefit of their families, their employees, their businesses and their legacies. Our fundamental belief is that when it comes to creating a vision for your wealth, you possess your own best answers. You simply need to be asked the right questions by a compassionate listener, one who guides you through a process that expands perspective and opens new doors. Through our DVB Discovery & Discernment Process our goal is simple – to provide clarity so that you can plan with confidence. Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and DVB Financial, LLC are separate entities from LPL Financial. The LPL Financial representatives associated with this site may discuss and/or transact securities business only with residents of the following states: PA, FL, VA, SC, KY, NJ, NC
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- JV
Jason Velencia
Wealth Advisor Partner · Finance & Accounting
EmailPhone - LR
Laurie Rippon
Director of Lifestyle Transitions · Other
EmailPhone - KK
Kimberley Kuczawa
Special Needs Family Coordinator · Other
EmailPhone
Showing 3 of 5 verified contacts
Top roles at Dvb Financial, Llc
5 distinct titles indexed · top 5 shown.
- 1director of lifestyle transitions
- 1intern
- 1special needs family coordinator
- 1wealth advisor partner
- 1wealth manager assistant
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