Lori Van Dusen, CIMA®, Founder and CEO of LVW Advisors, and Kim Pugliese, LVW’s COO and Managing Partner, were invited to lead a workshop on “The Role of a COO” at the 8th Annual RIA West Investment …
Continue Reading about 8th Annual RIA West Investment Forum Recap →
At LVW Advisors, we strive to make an impact and initiate change in our client’s lives and in our surrounding community each and every day. We are so pleased (and downright excited) to announce a …
Continue Reading about Lori Van Dusen inducted into Rochester Business Hall of Fame →
Successful Registered Financial Advisors (RIAs) adapt to an ever-changing financial and client landscape with agility and flexibility. LVW Advisors is happy to announce our honor in the Future 50 …
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In LVW News Last week, Barron's Manhattan office hosted a group of elite independent advisors from BT Financial based in Australia. As one of Barron’s Top Ranked Advisors, LVW’s Lori Van Dusen was …
Women of Distinction is a national Girl Scout program that recognizes women's professional and community achievements, provides mentoring opportunities for older Girl Scouts, and raises funds to …
From over 30,000 nominations, LVW’s Lori Van Dusen was ranked #66 in the top 250 wealth advisors from across the nation – a select group of wealth advisors who collectively manage nearly $1 trillion …
