Vincent A. Mattone, CFP®

Vincent A. Mattone, CFP®

Vince has been providing financial advice over his 15 year career in wealth management using creativity to solve and streamline complex problems for his clients. His approach focuses on overcoming behavior tendencies that can lead to emotional mistakes through a plan that defines and meets expectations. Vince seeks to partner with his clients and their other trusted advisors to create a team aligned with their best interests in mind.

Prior to joining ACM, Vince has held positions as a Wealth Relationship Manager within TD Bank’s Private Client Group, as a Client Advisor at AllianceBernstein and as an Financial Advisor Associate within Morgan Stanley’s Corporate Client Group. Vince leverages his career experience to deliver sound financial planning and investment advice to the families he works with, as well as their corresponding trusts, estates and retirement plans of their respective closely held family businesses.

Vince earned a B.A in Economics and Political Science from Union College in 2006. He continues to dedicate his time giving back to his alma mater as the President of the Union College Alumni Council and by serving his upcoming term on the Board of Trustees as an Alumni Trustee.

Vince lives in Rockville Centre, NY with his wife Laura, their 3 young children and their Sheepadoodle. He is actively involved in his community volunteering for several charitable and non-profit organizations and as a member of the Financial Planning Association of Long Island. Vince enjoys spending time with his family, whether it’s lending support to managing their active events calendar or spending down time at the beach.