Vincent LaPietra is the co-founder and Managing Partner of Sancus Wealth Management, LLC, a full service financial planning firm with offices in Dallas, TX and Weston, FL. He has been in the financial services industry for more than 20 years. Drawing on his broad experience with major financial services firms, and as an entrepreneur, Vincent brings valuable insight and knowledge to his high net worth clients.
He began his career as a compliance analyst with Prudential Securities, and three years later directed his career path towards the capital markets. He served as a market maker/trader for various investment banks in San Francisco, New York and Dallas. After a brief hiatus as an entrepreneur, he began his career helping people navigate the financial markets and build wealth for retirement. His experience includes investment management, estate planning and overall financial planning.
Most recently, after five years with the Wealth Management Group of Merrill Lynch, Vincent and his business partner Smitha Thomas founded Sancus Wealth Management. They share a fundamental vision and commitment to providing the highest levels of distinctive, individualized service, integrity, and transparency to their clients.
Vincent is a graduate of Duke University in Durham, NC and continues to support his alma mater by serving as an interviewer for prospective students.