Team with nearly $500 million in client assets brings their advisory expertise to Lincoln Financial Network with an eye toward the future of their practice and enhancing wealth management client support
Lincoln Financial Network (LFN), the retail wealth management affiliate of Lincoln Financial Group, announced that Scott LoPresti and Dean DiPierro have joined the firm. As part of the LFN community, LoPresti and DiPierro are empowered to deliver independent, comprehensive financial advice to clients, with the support, services, network and strength of Lincoln Financial to grow their practice and have an even greater effect on their clients, community and the industry.
“Thanks to Lincoln, we have a dedicated team that took the time to understand our business and then give us the attention and support we need to help grow”
LoPresti and DiPierro will continue to operate as partners in their independent wealth management practice specializing in helping clients preserve wealth and manage risk, with nearly $500 million in client assets under management. The team brings approximately 30 years of combined financial planning experience, both most recently with LPL Financial, and prior to that, Ameritas Investment Corp. Based in Croton-on-Hudson, New York, LoPresti and DiPierro are registered with LFN’s independent broker-dealer Lincoln Financial Advisors (LFA).
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“Thanks to Lincoln, we have a dedicated team that took the time to understand our business and then give us the attention and support we need to help grow,” said LoPresti. “The resources we now have are in lock-step alignment with the strategic direction of our business, and most importantly ensure our clients are fully supported.”
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“Scott and Dean bring a wealth of financial planning experience to our firm and a shared commitment to providing advice and guidance that helps clients secure their financial futures,” said John DiMonda, senior vice president and head of LFA. “We’re excited to welcome these two high-caliber financial professionals into the LFA family and strengthen our presence in New York’s Hudson Valley, while providing Scott and Dean the resources, scale and backing of a Fortune 200 company. We look forward to supporting them as they grow their business, evolve their practice and serve their clients.”
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