Vincent J. "Jim" Tosco, III

 

Vincent James Tosco, III - "Jim"

221B Advisory Services, LLC continues a Strategic Alliance for client Investment & Portfolio Management with Vincent J. Tosco, III.

 

In Jim’s 36 years in the Financial Services Industry, he has worked with clients in a holistic manner, making sure that they have minimum risks while achieving their financial goals. 

His business centers on Pre-Retirees / Retirees and helping them to find a clear vision and strategy for their financial future through investments, retirement income, life insurance and estate planning.

He has a long history of service and leadership roles with many Greensboro professional associations including the Greensboro Association of Insurance and Financial Professionals, the Greensboro Estate Planning Council, General Agents & Managers Association (GAMA) and the Society of Financial Service Professionals. Always giving back, Jim is an approved instructor for the State of NC Insurance Department of Continuing Education classes for licensed advisors and has served as a mentor to other professionals. 

 

 Jim has also been the recipient of two very prestigious industry awards – the Greensboro Association of Life Underwriters Member of the Year and the Marie E. Moyer, CLU Distinguished Service Award which highlights the achievement of Professionalism within the industry and exceptional individual career achievements.  Winning these awards does not evaluate the quality of service provided and is not indicitive of the award agent's future performance.

 

Personal

Jim has long considered Greensboro his home. He moved there in 1977 to attend UNC- Greensboro, where he graduated with a Bachelor of Science Degree.  Jim lives in Greensboro with his wife Robin with whom he enjoys golfing, exercising and reading.  They also enjoy spending time with their grown children Lesley, Anne Marie, Emily and Vincent. 

 

Community

As a longstanding member of the Guilford Park Presbyterian Church, he has served his spiritual family as an Elder, participated in the Long Range Planning Committee and the Property Committee.

 

As well as helping his clients, Jim helps his community by volunteering with Troop 242 of the Boy Scouts of America and was the Merit Badge instructor for “Personal Management”.  He is a volunteer Baseball and Basketball coach at the Albert Spears YMCA, a Cities in Schools volunteer, and a Junior Achievement Volunteer Instructor.

 

Professional Designations

CLU – Chartered Life Underwriter

AAMS – Accredited Asset Management Specialist

 

Licenses

Life, Accident & Health Insurance in the states of North Carolina, Pennsylvania, and South Carolina and New York. 

 

Securities Series 7 General Securities, Registered Representative of HTK Series 63, Series 65 IAR – Investment Advisory Representative of HTK.

States of NC, GE, MD, NY, PA, SC, TN, TX, VA

 

Check the background of this investent professional on FINRA's Brokercheck

 

vtosco@navfin.com

Phone (336) 387-2384
Fax (336) 379-8349
Mobile Phone (336) 456-4849