Profil
Mr. Louis A.
Della Valle is a Wealth Advisor & Principal at C2C Wealth Management LLC.
He is the co-founding partner of the firm.
He began his career in 1995, with Dean Witter, in Wellesley, MA.
Throughout his career he has gained vast industry knowledge while working at various prestigious Wall Street firms.
Mr. Della Valle extensive career has given him a diverse skill set with extensive knowledge in all aspects of the economy, financial markets, and financial planning.
His strongest traits are client service and the ability to educate his clients regarding all aspects of their investments and financial planning.
He works with a number of certified specialists, in different fields, to provide his clients with a total financial analysis.
In 2004, while working as First Vice President at UBS, he was selected, among thousands of UBS financial representatives, to serve as an advisor to the many families of the 9/11 tragedy.
Mr. Della Valle was selected due to his vast financial knowledge and ability to service the needs of his clients with compassion and patience.
He received his undergraduate degree from Bentley University.
Postes actifs de Lou Della Valle
Sociétés | Poste | Début |
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C2C Wealth Management LLC
C2C Wealth Management LLC Investment ManagersFinance C2C Wealth Management LLC (C2C) is a SEC-registered investment advisor and wealth management firm headquartered in Mansfield, Massachusetts. The firm was founded in 2016 by Louis “Lou” Della Valle and Maureen “Moe” Mackowski. They were acquired by Dakota Wealth Management LLC in 2023. C2C provides customized planning and wealth management services for high-net-worth individuals. | Fondateur | 01/01/2016 |
Formation de Lou Della Valle
Bentley University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Entreprise privées | 1 |
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C2C Wealth Management LLC
C2C Wealth Management LLC Investment ManagersFinance C2C Wealth Management LLC (C2C) is a SEC-registered investment advisor and wealth management firm headquartered in Mansfield, Massachusetts. The firm was founded in 2016 by Louis “Lou” Della Valle and Maureen “Moe” Mackowski. They were acquired by Dakota Wealth Management LLC in 2023. C2C provides customized planning and wealth management services for high-net-worth individuals. | Finance |