Christopher "Kip" Zebroski
- Managing Partner
Kip is the Managing Partner and Founder of Zebroski Private Investment Management with over 25 years of experience working in the wealth management industry.
Before establishing his own practice Kip worked for Manulife/ John Hancock on the institutional side of the financial industry and established Legacy Trust Family Wealth Offices. As an entrepreneur Kip used his experience and knowledge of different sectors of the financial industry to create a boutique practice where personalized service and performance is of the utmost importance. He is highly skilled in the implementation and knowledge of investments, portfolio construction, estate planning strategies, insurance, and tax strategies. By building his own team of professionals to work with Kip guides his clients through their goals seamlessly.
Known for his honesty, transparency and trust, Kip has built his practice specializing in working with high net-worth families, and successful entrepreneurs and their businesses.
As a leader in the wealth management industry Kip has been used as a resource on National Public Radio (NPR), Fox 30 News, Florida Trend, Jacksonville Business Journal, Jacksonville Times-Union, 904 Magazine and Jacksonville Living.
Kips’ work values coincide with his personal life where he has served on several boards including The Ponte Vedra Cultural Center and The Daniel Foundation. He has coached junior developmental football and can be found at any football game supporting The Bolles School, Washington University in St. Louis, the Green Bay Packers or wherever his sons might be playing.
Most of Kip’s time is spent in the Jacksonville Florida area, the mountains of North Carolina or southern Connecticut with his wife Sarah and two sons, James and William. In his free time Kip enjoys traveling, collecting art, boating, fine dining, shooting skeet and spending time with his friends and family.
Wells Fargo Advisors Financial Network is not a legal or tax advisor.
Before establishing his own practice Kip worked for Manulife/ John Hancock on the institutional side of the financial industry and established Legacy Trust Family Wealth Offices. As an entrepreneur Kip used his experience and knowledge of different sectors of the financial industry to create a boutique practice where personalized service and performance is of the utmost importance. He is highly skilled in the implementation and knowledge of investments, portfolio construction, estate planning strategies, insurance, and tax strategies. By building his own team of professionals to work with Kip guides his clients through their goals seamlessly.
Known for his honesty, transparency and trust, Kip has built his practice specializing in working with high net-worth families, and successful entrepreneurs and their businesses.
As a leader in the wealth management industry Kip has been used as a resource on National Public Radio (NPR), Fox 30 News, Florida Trend, Jacksonville Business Journal, Jacksonville Times-Union, 904 Magazine and Jacksonville Living.
Kips’ work values coincide with his personal life where he has served on several boards including The Ponte Vedra Cultural Center and The Daniel Foundation. He has coached junior developmental football and can be found at any football game supporting The Bolles School, Washington University in St. Louis, the Green Bay Packers or wherever his sons might be playing.
Most of Kip’s time is spent in the Jacksonville Florida area, the mountains of North Carolina or southern Connecticut with his wife Sarah and two sons, James and William. In his free time Kip enjoys traveling, collecting art, boating, fine dining, shooting skeet and spending time with his friends and family.
Wells Fargo Advisors Financial Network is not a legal or tax advisor.
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Melissa "Lisa" Della Rocco
- Assistant Vice President
- Senior Registered Account Administrator
Lisa Della Rocco is the Assistant Vice President and Senior Registered Account Administrator of Zebroski Private Investment Management of NFLA Financial Partners at Wells Fargo Advisors Financial Network.
With over 27 years in the brokerage industry, Lisa primarily serves as the Relationship Manager for their client base, incorporating a holistic planning approach between clients, their CPAs, and Estate Planning Attorneys. This unique approach ensures that all planners are working together in the most efficient manner for tax strategies and Estate Planning, as well as Wealth Management. This streamlines the process and challenges which affluent families face in creating a legacy for their heirs.
Lisa started her career in the industry in 1997 at Morgan Stanley, and quickly took a strong interest in the complexity which is found in this particular industry. She has advanced knowledge and certifications including her Series 7 (General Securities Representative), the 66 (Uniform Combined State Law license), series 9/10 (General Securities Sales Supervisor) as well as her life, health and variable annuity licenses. After joining Wells Fargo Advisors in 2005, she ultimately joined forces with Christopher “Kip” Zebroski in order to implement a family based wealth management style, and open up the relationship doors to work directly with not only the clients but their CPAs and Estate Planning Attorneys. This elite approach helps to ensure the clients receive the best care and advice possible, and also conveniently eases the burden when clients deal with each consultant separately. This amount of education and certifications has earned Lisa as the primary point of contact for operational, compliance and relationship management issues within the firms.
In her spare time, Lisa enjoys traveling, paddleboarding, snorkeling, rescuing animals, and spending time outdoors with her husband (Mark) and her two children (Casey and Blake).
With over 27 years in the brokerage industry, Lisa primarily serves as the Relationship Manager for their client base, incorporating a holistic planning approach between clients, their CPAs, and Estate Planning Attorneys. This unique approach ensures that all planners are working together in the most efficient manner for tax strategies and Estate Planning, as well as Wealth Management. This streamlines the process and challenges which affluent families face in creating a legacy for their heirs.
Lisa started her career in the industry in 1997 at Morgan Stanley, and quickly took a strong interest in the complexity which is found in this particular industry. She has advanced knowledge and certifications including her Series 7 (General Securities Representative), the 66 (Uniform Combined State Law license), series 9/10 (General Securities Sales Supervisor) as well as her life, health and variable annuity licenses. After joining Wells Fargo Advisors in 2005, she ultimately joined forces with Christopher “Kip” Zebroski in order to implement a family based wealth management style, and open up the relationship doors to work directly with not only the clients but their CPAs and Estate Planning Attorneys. This elite approach helps to ensure the clients receive the best care and advice possible, and also conveniently eases the burden when clients deal with each consultant separately. This amount of education and certifications has earned Lisa as the primary point of contact for operational, compliance and relationship management issues within the firms.
In her spare time, Lisa enjoys traveling, paddleboarding, snorkeling, rescuing animals, and spending time outdoors with her husband (Mark) and her two children (Casey and Blake).