Scott LoPresti and Dean DiPierro, who manage nearly $500 million in client assets, have joined Lincoln Financial Network, the retail wealth management affiliate of Lincoln Financial Group, from LPL Financial.
Based in Croton-on-Hudson, New York, LoPresti and DiPierro are registered with Lincoln Financial Network’s independent broker-dealer, Lincoln Financial Advisors.
“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,” John DiMonda, senior vice president and head of Lincoln Financial Advisors, said in a statement Thursday.
Scott LoPresti had worked at LPL since 2017 and earlier spent eight years at Ameritas, according to his BrokerCheck report. DiPierro had also worked at LPL since 2017 and earlier spent one year at Ameritas.
LoPresti and DiPierro will continue to operate as partners in their independent wealth management practice specializing in helping clients preserve wealth and manage risk.
The approval of the pay proposal, which handsomely compensates its CEO and president, bolsters claims that big payouts are a must in the war to retain leadership.
Integrated Partners is adding a husband-wife tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
