Broker Check

Team


V&T Wealth Advisors is a team of financial professionals with over 240 years of combined experience devoted to delivering personalized service and guidance.  Our team takes a comprehensive investment and insurance planning approach for individuals and families, as well as small businesses owners and their employees. We are also known for our commitment to providing clients with straight forward financial education and have conducted multiple on-site events for large corporate employers. V&T Wealth Advisors is dedicated to educating and working with our clients to help them pursue financial stability in today’s complex financial environment.

 

Team

THOMAS NEE, JR., CFP®, CFS

Certified Financial Planner™ and Certified Fund Specialist

724-765-0430

724-759-7282

thomas.nee@lpl.com

CERTIFIED FINANCIAL PLANNER™ AND CERTIFIED FUND SPECIALIST 724-765-0430 thomas.nee@lpl.com Thomas Nee, Jr., CFP®, CFS, is an LPL Financial-registered representative with V&T Wealth Advisors. V&T Wealth Advisors provides wealth...

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VINCENT RICHTAR, CHFC™, CASL™

Chartered Financial Consultant®, Chartered Advisor for Senior Living®

724-765-0432

724-759-7282

vincent.richtar@lpl.com

V&T Wealth Advisors provides wealth management services in addition to insurance and strategies aimed at providing income protection for clients. Vince oversees the firm’s group insurance and protection strategies for clients....

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MARC MATTAROCHIA

Financial Consultant

724-765-0433

724-759-7282

marc.mattarochia@lpl.com

Marc Mattarochia is an LPL Financial-registered representative with V&T Wealth Advisors, in Wexford Pennsylvania. V&T Wealth Advisors provides wealth management services in addition to insurance and income protection for clients. Mr....

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Jon Grubbs

Financial Representative

724-923-4250

724-759-7282

jon.grubbs@lpl.com

Thomas Uram

Financial Representative

1-724-765-0436

1-724-759-7282

Thomas.Uram@lpl.com

HELEN STAMATAKIS

Administative Assistant

724-765-0431

724-759-7282

helen.stamatakis@lpl.com

Helen Stamatakis is an administrative assistant for V&T Wealth Advisors, a wealth planning and insurance services firm serving clients in 12 states. During her career as an administrative assistant to financial planning representatives...

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C. Dean Mavrogianis

Branch Operations Manager

724-765-0435

724-759-7282

dean.mavrogianis@lpl.com

Dean joined V&T Wealth Advisors after retiring from Metlife with over 34 years of service in the Greater Pittsburgh area. Starting in 1981 he built his practice by providing financial guidance and investment strategies to individuals...

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Douglas Beatty

LPL Financial Advisor

412-655-3864

724-759-7282

douglas.beatty@lpl.com

Doug has been a financial services professional since 1972 and has a Bachelor of Science degree from the University of Pittsburgh. Doug worked with MetLife and MetLife Securities prior to transitioning his practice to V&T Wealth...

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