• Advus Financial Partners, LLC

  • Advus Financial Partners, LLC

    Wealth Management

    About Us

    Advus Financial Partners is a fiduciary based Registered Investment Advisory Firm. Our clients are Institutions, Affluent Families, Aspiring & Established Entrepreneurs, Corporate Individuals, Executives, and other Professionals. With more than 200 years of combined experience, we are fiercely independent offering best-in-class solutions to meet our client's unique Wealth Management and Financial Planning needs. As a specialist in the employer retirement plan space, Advus services some of central Florida's largest and most recognizable employers. Advus is headquartered in Central Florida with multiple locations and approximately $2.6B in assets under management.


    Mark Lamoriello, AIF® | Chief Executive Officer
    Andrew S. Zito, AIF®, CPFA® | President / Chief Operating Officer
    Danny Gay, AIF® | Managing Director
    Sally Hanley-Whitworth, CFP®  | Chief Compliance Officer / Wealth Advisor
    Mitchell Lamoriello, CFP® | Wealth Advisor
    Stuart Smith, CFA® | Portfolio Manager
    Jeff Lee, CSRIC | Wealth Advisor
    Charmaine Newbold | Reporting and Analytics
    Codie Thomas | Retirement Plan Advisor
    Gwendolyn Farrell | Client Service Associate
    Jennifer Johnson | Firm Administration
    Jeff Roberts, AIF®, CPFA® | Retirement Plan Advisor
    Josh Rose, AIF® | Wealth Advisor
    Sarah Wilson | Executive Assistant
    Teresa J. Leonard, ERPA, AIF®, QPA, QKA | Vice President, Retirement Plan Services
    William F. Hamer | Director - Participant Education

    Rep/Contact Info

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    Mr. Mitchell Lamoriello, CFP®
    Wealth Advisor
    Mr. Andrew Zito, AIF®, CPFA®