Jayne di Vincenzo
Fiduciary-Focused Wealth Advisor CFP® ChFC® AIF® | Helping clients Journey Confidently® toward goals! VOTED BEST FINANCIAL ADVISOR 2024 @SavannahMagazine! Advocate @International Friends of Animals.
- Role
- Financial Advisor, Director at Curo Private Wealth
- Location
- Chester, VA, US
- LinkedIn followers
- 500 followers
About Jayne di Vincenzo
FINANCIAL PLANNER - INVESTMENT SERVICES - PERSONAL CFOJourney Confidently® to and through Retirement- Financial Planning- Investment/Portfolio management- Focus on Women and Soon to Retire/Retirees- Experience assisting clients with major life transitions: job changes, retirement, relocation, disability, marriage, divorce, death of family members- Coordination with trusted advisors in law, tax and business practice consulting Di Vincenzo has over 25-years of experience in financial services, banking & insurance. She has earned the CFP®, ChFC®. CEP®, AIF® credentials. Di Vincenzo holds the Series 24 General Securities Principal, Municipal Securities Principal 53, Series 7, 31 Managed Futures, state licenses 63, 65 with Kestra Financial (Kestra AS/Kestra IS), and also holds her life, health & long term care Insurance licenses. Continuous learning is key to keeping apprised in an ever-changing world. In addition to her B.A. in Business Administration - Economics and Marketing concentrations from North Carolina State University, Jayne has been invited to participate in and attend Executive Education programs for select advisors at- Notre Dame Mendoza College of Business- UCLA Anderson School of Business - Wharton School of Business at the University of Pennsylvania Di Vincenzo especially enjoys working with family matriarchs/patriarchs managing a range of financial matters for multiple generations. Typical clients have liquid assets of $1 Million+.Fiduciary EDGE Advisors LLC Journey Confidently® Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Fiduciary Edge Advisors LLC is not affiliated with Kestra IS or Kestra AS. Investor Disclosures - EDGE Advisors, LLCContent provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.
Experience
Financial Advisor, Director
Sep 2025 — Present · Richmond, VA, US
I partner with families who want to navigate life\'s financial complexities with confidence—from retirement transitions to unexpected life changes—ensuring they build and preserve wealth aligned with their deepest values.My clients come to me for comprehensive financial guidance across multiple disciplines: retirement and income planning, investment management, tax strategies, insurance evaluation, long-term care, and estate planning. I hold credentials in each of these areas because I believe expertise matters when someone trusts you with their financial future.I specialize in working with women (both married and single) approaching or in retirement, and families with special needs children—clients who often face unique planning challenges that require both technical precision and deep empathy. Together, we create strategies that don\'t just weather life\'s transitions, but help them move through changes smoothly and purposefully.The results speak for themselves: my clients gain such financial confidence that many are able to fulfill their philanthropic goals and support the causes closest to their hearts—a testament to the security we\'ve built together.
Education
The American College of Financial Services
Chartered Financial Consultant, Financial Planning, Retirement and Investment Services
North Carolina State University
B.A., Business, Economics
Old Dominion University
Financial Planning Certification , Requirements for the CFP® Certification
Skills
- Wealth
- Leadership
- Portfolio Management
- Marketing
- Series 7
- Strategic Planning
- Financial Planning
- Insurance
- Investments
- Iras
- Long-Term Care
- Finance
- Securities
- Estate Planning
- Retirement
- Strategic Financial Planning
- 401k
- Employee Benefits
- Small Business Retirement Planning
- Management
- Financial Services
- Financial Advisory
- Ira Rollovers
- Retirement Planning
- Retirement Plan Consulting
- Small Business
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