Morgan Florio
Regional Director, DC/Metro Area
419-265-0139
morgan@provisors.com
Welcome to ProVisors – DC/Metro Area
ProVisors is the largest national networking organization exclusively for professional service providers – Trusted Advisors. Our proven system, developed over 35 years, accelerates business results for our members. ProVisors members receive business opportunities and access to our national network of advisors to provide more value to their existing clients. They also enjoy elevated standing of their personal and professional brand, while forming lasting relationships with like-minded professionals.
DC/Metro covers DC and Virginia and currently includes 12 Home Groups and 4 Affinity Groups. Each group is curated to maximize cross-referral opportunities, which allow you to provide your clients with trusted recommendations. ProVisors Home Group meetings, Troikas (three-person meetups), and social events help you form key relationships with members in your region.
As an invitation-only community, our members are vetted to ensure that the DC/Metro region consists of high-quality Trusted Advisors who have a minimum of ten years professional experience. Click or call us to learn more about joining ProVisors DC/Metro today!
Click or call us (888) 684-4437
DC/Metro Group Leaders
Becky Aquino
Division Lead, CFO
Tenace, LLC
DC/Metro 7
Ginny Cascio Bonifacino
Partner
Nazareth Bonifacino Law Benefit LLC
DC/Metro 4
Larry Finkelberg
Senior Mortgage Banker, Branch Manager
Atlantic Coast Mortgage
DC/Metro 6
Hardeep Grover
Managing Attorney
CapEx Legal
DC/Metro 10
Brian Guenther
President
Exceed Cybersecurity & IT
DC/Metro 9
Valerie Kaiser
Co-founder and Partner
EldenStreet Financial
DC/Metro 1
Michael Lipshultz
Senior Vice President - Wealth Management, Financial Advisor
Morgan Stanley
DC/Metro 2
Brian Lundeen
Partner
Grobstein Teeple LLP
DC/Metro 5
Seema Morse
Workplace Investigator and Employment Attorney
The Law Office of Seema Morse, LLC
DC/Metro 3
Edgar Ndjatou
Principal
Officium, LLC
DC/Metro 11
Julie Simmons
Managing Director
Human Capital Strategic Consulting
Northern Virgina 2
Ryan Smith
Managing Member
Ryan P. Smith Law, PLC
DC/Metro 8
Cameronne Taillon
Partner
The Geller Law Group
Northern Virginia 1
DC/Metro Affinity Group Leaders
Lamont Brown
Wealth Manager/Founder
ALNA Financial Group
DC Mergers & Acquisitions Affinity Group
Laura Nash
Relationship Manager/Vice President, CFP®
West Financial Services, Inc.
DCM Women’s Affinity Group
Don Rea
Founding Member
The Law Offices of Donald A. Rea LLC
DCM Real Estate Affinity Group
Roya Vasseghi
Co-Founder
Vasseghi Budd PLLC
DCM Lawyers Affinity Group
Interested in joining ProVisors?
Click below to schedule a call with DC/Metro Area Regional Director Morgan Florio or complete the form below.
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