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Your Team at Avanti Wealth Management®



Avanti Wealth Management® was built on the belief that financial guidance should always put clients first. From the very beginning, our focus has been on helping people make the most of their wealth for a better future. While our firm has evolved in many ways over the years, our guiding principle remains the same—an unwavering commitment to guiding clients forward with care, expertise, and individualized support.


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Experienced Specialists Ready to Support You

Avanti Wealth Management® brings together a team of highly knowledgeable advisors and dedicated support staff, with expertise spanning a wide range of financial areas. Backed by the nationally recognized Prosperity Capital Advisors, our clients benefit from the latest strategies and insights available from top financial thought leaders. Whether preparing for retirement, optimizing tax strategies, managing investments, or planning a lasting legacy, our clients have peace of mind knowing that the expert guidance and personalized solutions they need are always just a call or click away. 

Joseph Bilello, Certified Financial Fiduciary®, ChFC®, CKA®, CEP®, BPC

Joseph Bilello, Certified Financial Fiduciary®, ChFC®, CKA®, CEP®, BPC

Founder, Certified Financial Fiduciary, Chartered Financial Consultant, Certified Estate Planner

407.331.7330

Cathie D. Mannion CPA, MBA, EA

Cathie D. Mannion CPA, MBA, EA

Tax Planning, Accounting & Business Consulting at AvantiPRO

407.331.7330

Leisa Bilello

Leisa Bilello

Chief Administrative Officer

407.331.7330

Plamen Dimitrov

Plamen Dimitrov, MBA

Operations & Advisory Services Specialist

407.331.7330

Danelle Worth

Danelle Worth

Events & Special Projects

407.331.7330

Lindsey Keenan

Lindsey Keenan

First Impressions Client Liaison

407.331.7330

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Ready to take the next step toward a stronger financial future? Schedule your consultation with an Avanti advisor today to see how we can support your goals.

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