Our Team

At Rizzotto Wealth Management you will find a team of Investment, Insurance, Tax & Legal Experts.They specialize in educating their clients on subjects such as: how to preserve your assets, how to diversify your portfolio for growth and safety, and how to create more income for retirement while reducing your taxes. Rizzotto Wealth Management is committed to assisting their clients every step of the way when it comes to Investing, Retirement, Income Planning, and Taxes. The firm is dedicated to providing exemplary service while displaying the highest standards of ethics and professional knowledge

Ed Rizzotto

Founder and Managing Partner

Ed Rizzotto, Founder and Managing Partner, moved to Florida 51 years ago from New York and has been a Trinity resident since 2000. A graduate of Clearwater Central Catholic High School, he earned his bachelor’s degree in Business Management from National-Louis University in Evanston, IL. Ed also served both active and reserve duty for 13 years in the U.S. Coast Guard. He started his Insurance and Financial career over 26 years ago. In 1999, he joined a local retirement planning firm, where he helped hundreds of people with tax and retirement planning for over six years. Ed Rizzotto enjoyed the opportunity to benefit the community, and was determined to create a complete local business where he could help clients (both pre-retirees and current retirees) save money on their taxes, better manage their portfolios, plan for the future and focus more on enjoying their retirement years – and The Rizzotto Tax Advisory Group was established in 2006. In 2019 Rizzotto Tax Advisory Group officially rebranded as Rizzotto Wealth Management to reflect the services they’ve always been passionate about, investments and retirement planning. Ed holds a state-regulated Life & Health license and specializes in finding the appropriate insurance vehicles for clients as well as retirement planning and tax reduction strategies. In his free time, he enjoys spending time with family, running, golf, traveling and being outdoors in the mountains.

Nic Ranocchia

Managing Partner

Joined the firm in 2015 and is a graduate of the University of South Florida, with a bachelor’s degree in Finance. Nic is a financial advisor who takes pride in digging into clients’ portfolios and making suggestions that make sense based on current data and forecasted trends. He analyzes client’s current investments and gives in-depth reviews in which we discover any unnecessary fees, past performance, risk level, diversification, and more. He also brings a modern approach to the table using the latest technologies available to ensure all information is considered before a decision is made. With these techniques, Nic has been able to help many clients reach their financial goals. Together, Ed and Nic work efficiently as a team to serve their client’s financial needs as a whole. Nic is securities licensed and registered with FINRA as an Investment Advisory Representative and specializes in managed brokerage accounts. In his free time, Nic enjoys spending time with his wife and dog as well as playing golf, basketball and hiking.

Lorrie Rizzotto

Director of Operations

Joined the firm in 2009. Before joining Ed in running their family business, Lorrie specialized in corporate incentive and meeting planning. Married for 34 years, Lorrie and Ed have two adult children.

Kim Mitchell

Administrative Assistant / Marketing Coordinator

Joined the firm in 2021 and holds an associate’s degree in Business Marketing. Kim has many years of experience as a sales assistant in the mortgage industry. She enjoys spending time with her family, being at the beach, running, biking and just being outdoors.

Renee Weaver

Administrative Assistant

Joined the firm in 2022, Renee is a customer service specialist with vast experience in many fields she is at her best fostering relationships and directly helping others. Family, friends and fur pups bring the balance to a full life. 

Piper Ranocchia

Chief Executive Pawfficer

Phoebe Rizzotto

Assistant to the Chief Executive Pawfficer

Our team of IRS enrolled agents and qualified tax preparers each have an average of over 20 years of experience in tax preparation and tax law and are ready to assist you with all of your tax preparation needs.