Brice L. Pelliccioni
Chief Executive Officer & Wealth Advisor at Trilith Wealth Management
- Role
- President at Trilith Insurance
- Location
- Naples, FL, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Brice L. Pelliccioni
Life began in Morgantown, West Virginia at Ruby Memorial Hospital. I spent my childhood…
Experience
President
May 2021 — Present · Naples, FL, US
Develop our team to serve clients insurance needs that aligns with their holistic financial plan.
Education
University of Cincinnati Carl H. Lindner College of Business
Masters in Taxation (M.S. Taxation)
2019 — 2020
Florida Gulf Coast University
Bachelor of Science (B.S.)
2008 — 2013
Skills
- Retirement-Plan Consulting
- Mutual Funds
- Financial Advisory
- Fixed-Income Strategies
- 401(K) Rollovers
- Wealth Preservation Planning
- Annuities
- Insurance
- Multigenerational Wealth Planning
- Bonds
- 401(K) Planning
- Estate Investment Planning
- Tax-Efficient Strategies
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.