The Salvetti Group

Marion Hebert is a financial advisor at The Salvetti Group with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Wealth Strategies Inc., Motif Investing, and Raymond James Financial Services. The Salvetti Group provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm manages approximately $607 million in assets across about 1,843 client relationships and offers a range of investment strategies within its proprietary wrap-fee program.

Sean O'Brien is a financial advisor with The Salvetti Group in Sacramento, CA, holding a Series 66 designation and 20 years of industry experience. His prior experience includes roles at Central Valley Advisors, Raymond James Financial Services, Bank of America, and Merrill Lynch. Outside of advising, he serves as a volunteer advisory board member for the Salvation Army in Sacramento. The Salvetti Group provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm manages approximately $607 million in assets through a wrap-fee program, employing a range of investment strategies and conducting portfolio management exclusively with its in-house advisers.

Terence Triantafillidis is a financial advisor at The Salvetti Group in Sacramento, CA, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes roles at Fidelity Investments and Sacramento Credit Union. The Salvetti Group provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm sponsors a wrap-fee program managing approximately $607 million in assets across about 1,843 client relationships, employing a broad range of investment strategies through its in-house advisers.

Americo Salvetti is a CFP® with 26 years of industry experience, currently serving at The Salvetti Group. He previously worked for Raymond James Financial Services Advisors Inc. and Raymond James Financial Services, Inc. from 2014 to 2023. The Salvetti Group provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm manages approximately $607 million in assets across about 1,843 client relationships, employing a range of investment strategies and sponsoring its own wrap-fee program.

Nicholas Salvetti is a CFP® with 27 years of industry experience, currently serving as an advisor at The Salvetti Group. He previously worked at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services, Inc. from 2014 to 2023. The Salvetti Group provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm manages approximately $607 million in assets under management across about 1,843 client relationships and sponsors its own wrap-fee program, employing a broad range of investment strategies executed exclusively by in-house advisers.

Lacey Fonseca Lawrence is a CFP® professional at The Salvetti Group with one year of industry experience. Prior to joining The Salvetti Group, she worked at Vanguard Investments Australia for nine years. The Salvetti Group provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm manages approximately $607 million in assets across about 1,843 client relationships and employs a range of investment strategies through its in-house advisers.