Vincent J. Luongo, CRPC, CRPS
Senior Vice President – Investments
Senior PIM Portfolio Manager
Senior Financial Advisor
Senior Vice President – Investments
Senior PIM Portfolio Manager
Phone: 908-301-2865
Email: vincent.luongo@wellsfargo.com
Vincent Luongo is a financial advisor with over 17 years’ experience in the financial services industry. Vincent focuses on creating comprehensive wealth management strategies for professionals, business owners, corporate executives, and wealthy families and individuals. Vincent also provides consulting services for business and corporate retirement plans, as well as corporate cash management.
Prior to joining Wells Fargo Advisors in 2019, Vincent started his career at Morgan Stanley and later UBS Financial Services, where he held the title of Retirement Plan Consultant and Portfolio Manager. Vincent believes the investment planning process is the key factor in building wealth prudently and intelligently. He conducts a thorough assessment of each client’s complete financial picture, including assets, liabilities, insurance needs, and cash flow. He believes the most important aspect is understanding each client’s unique goals and aspirations. Vincent uses this information to create strategic wealth plans based on these objectives.
Vincent graduated with Honors from the University at Albany with a BS in Finance. Vincent obtained the Chartered Retirement Plans SpecialistSM and Chartered Retirement Planning CounselorSM degrees from the College of Financial Planning in 2011 and 2016 respectively. 2023 through 2024, Vincent was recognized as one of the top 100 Solo Advisors to Watch by Advisorhub*. Also in 2024, Vincent was named to the 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State*.
Vincent is also a long standing member Rotary International, a non-profit serving the Staten Island and Westfield community, also having served as the President of the Mid Island Rotary club in 2014 – 2016. He was recently honored in 2021 as a Paul Harris Fellow.
Away from the office, Vincent enjoys sports and traveling. He lives in Clark, NJ with his wife Chrystie-Lynn and four children.
California Insurance License # 4091422, Resident State NJ
*2023 AdvisorHub Advisors to Watch: Awarded June 2023; Data compiled by AdvisorHub based on the time period from 12/31/21 - 12/31/22 (Source: AdvisorHub).The AdvisorHub 2023 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. A2W winners are redefined into subcategories and then ranked with the subcategory based on scale, growth and professionalism. The rating and ranking are not related to the quality of the investment advice and based solely on the disclosed criteria. Being placed on the subcategory does not denote an additional award.
*2024 AdvisorHub Advisors to Watch: Awarded June 2024; Data compiled by AdvisorHub based on the time period from 12/31/22 - 12/31/23 (Source: AdvisorHub). The AdvisorHub 2024 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only one subcategory. The 100 Solo Advisors to Watch ranking is a subcategory of the AdvisorHub 2024 Advisors to Watch rating and does not denote an additional rating. 1987 wealth managers were considered for the rating; 1000 (50.3% percent of candidates) were named 2024 AdvisorHub Advisors to Watch.
*2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Senior Vice President – Investments
Senior PIM Portfolio Manager
Phone: 908-301-2865
Email: vincent.luongo@wellsfargo.com
Vincent Luongo is a financial advisor with over 17 years’ experience in the financial services industry. Vincent focuses on creating comprehensive wealth management strategies for professionals, business owners, corporate executives, and wealthy families and individuals. Vincent also provides consulting services for business and corporate retirement plans, as well as corporate cash management.
Prior to joining Wells Fargo Advisors in 2019, Vincent started his career at Morgan Stanley and later UBS Financial Services, where he held the title of Retirement Plan Consultant and Portfolio Manager. Vincent believes the investment planning process is the key factor in building wealth prudently and intelligently. He conducts a thorough assessment of each client’s complete financial picture, including assets, liabilities, insurance needs, and cash flow. He believes the most important aspect is understanding each client’s unique goals and aspirations. Vincent uses this information to create strategic wealth plans based on these objectives.
Vincent graduated with Honors from the University at Albany with a BS in Finance. Vincent obtained the Chartered Retirement Plans SpecialistSM and Chartered Retirement Planning CounselorSM degrees from the College of Financial Planning in 2011 and 2016 respectively. 2023 through 2024, Vincent was recognized as one of the top 100 Solo Advisors to Watch by Advisorhub*. Also in 2024, Vincent was named to the 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State*.
Vincent is also a long standing member Rotary International, a non-profit serving the Staten Island and Westfield community, also having served as the President of the Mid Island Rotary club in 2014 – 2016. He was recently honored in 2021 as a Paul Harris Fellow.
Away from the office, Vincent enjoys sports and traveling. He lives in Clark, NJ with his wife Chrystie-Lynn and four children.
California Insurance License # 4091422, Resident State NJ
*2023 AdvisorHub Advisors to Watch: Awarded June 2023; Data compiled by AdvisorHub based on the time period from 12/31/21 - 12/31/22 (Source: AdvisorHub).The AdvisorHub 2023 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. A2W winners are redefined into subcategories and then ranked with the subcategory based on scale, growth and professionalism. The rating and ranking are not related to the quality of the investment advice and based solely on the disclosed criteria. Being placed on the subcategory does not denote an additional award.
*2024 AdvisorHub Advisors to Watch: Awarded June 2024; Data compiled by AdvisorHub based on the time period from 12/31/22 - 12/31/23 (Source: AdvisorHub). The AdvisorHub 2024 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only one subcategory. The 100 Solo Advisors to Watch ranking is a subcategory of the AdvisorHub 2024 Advisors to Watch rating and does not denote an additional rating. 1987 wealth managers were considered for the rating; 1000 (50.3% percent of candidates) were named 2024 AdvisorHub Advisors to Watch.
*2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Kyle Warehime
Client Service Associate
Phone: 908.598.3980
Email: kyle.warehime@wellsfargo.com
Kyle is a Registered Client Associate with our team. He currently holds the FINRA Series 7 and Series 66 securities registrations, and Life and Health Insurance Licenses. He plays an instrumental role by managing the administrative operations, building and reviewing wealth plans tailored to client needs, and ensuring every client receives individualized attention with the utmost integrity and professionalism.
Away from the office, Kyle enjoys traveling, skiing, and golf. He currently resides in Rockaway, New Jersey with his wife Nicole.
Away from the office, Kyle enjoys traveling, skiing, and golf. He currently resides in Rockaway, New Jersey with his wife Nicole.