SKYBOX Financial

Meet our Financial Planning and Investment Experts

Serving all of your wealth management needs from Sarasota and Bradenton, Florida

Gregory Pacitti

Gregory Pacitti holds the Certified Financial Planner™ designation and is Chief Executive Officer of Skybox Financial Group. He has more than 12 years experience in providing fi nancial advice and portfolio management services. Gregory has extensive experience in serving individuals who are currently retired as well as those who are planning for retirement. He advises his clients with respect to issues such as proactive asset allocation, tax minimization strategies, and retirement income planning. In addition to his professional designations he holds a Series 7, Series 24, Series 51 and Series 63 licenses, as well as life insurance and annuity. He studied at the University of Central Florida where he received his BS degree in Finance and also played collegiate baseball.

Before founding Skybox Financial Group, Gregory served as Branch Manager for a major independent national brokerage fi rm for 9 years where he was recognized as an Executive Council Member for his distinguished service to his clients, high level of professional performance, and exemplary level of success and leadership. He serves clients throughout the United States but operates out of Bradenton, FL where he also calls home. He has been married for more than 13 years and has 3 children.

Off work hours, Gregory enjoys physical fitness training and playing golf. He is also active in coaching his children's various youth athletic teams. He serves as a board member for the Center for Autism Resources & Education (C.A.R.E.) as well as The Miracle League of Manasota, a non-profit organization that provides a synthetic baseball field for children and adults with special needs.

Ron J. Lumley - President

Certified Financial Planner&trade and has over 20 years experience in the financial services industry. His experience includes positions with Lockheed Martin, Wachovia, The Lincoln Financial Group and Charles Schwab.

Graduate of Shippensburg University. In addition to his professional designations (CFP®, ChFC) he holds Series 7, Series 24 and Series 63 licenses as well as life, health, property and casualty insurance licenses. He is a member of the Financial Planning Association.

Ron is married with two daughters and has been a Sarasota resident since 1990.

Virgil Kapp - Registered Investment Advisor

Virgil joined SkyBox Financial Group as a Portfolio Manager offering three unique strategies.

Series 7 (General Securities Principal) and Series 66 (Investment Advisor Representative) Licenses.

In 2006 was awarded "TRADER OF THE YEAR" by DTI of Mobile, Alabama for his S&P Futures trading and portfolio growth and protection strategies.

Collaborated with Dr. Anthony Busigin in the development of hedging strategies.

He has served on many advisory and fiduciary boards including:

MEDAIR, Inc.

Compass Bank Ocala City Board

National Foundation, Inc. / WATERSTONE Colorado Springs

Word Of Life International Schroon Lake, NY

Diversified Trading Institute (DTI) Mobile, Alabama

Virgil and his wife Debbie live in Ocala and have three married children and four grandchildren.

Advisory Services offered through Skybox Financial Group.
Securities offered through Comprehensive Asset Management and Servicing, Inc. (CAMAS)
Member FINRA/SIPC.
2001 Hwy 46, Ste. 506 Parsippany, NJ 07054,
800-637-3211
Skybox Financial Group is independent of CAMAS.

Financial Planning News

January 16, 2012
The 4th quarter of 2011 proved to be a relief for the US markets after double-digit losses occurred in the 3rd quarter. However, the European debt crisis continued to subdue most of the appreciation of stock prices of companies located outside of the United States. Overall, 2011 was a difficult year to be a globally diversified investor.
November 21, 2011
As we head into Thanksgiving, US Economic reports have been favorable. Over 70% of the S&P 500 (an index that tracks 500 US companies) beat expectations. Unemployment reports have been marginally better, yet Europe continues to cast dark clouds above the financial markets.

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Bradenton, Florida Branch
8792 SR 70 E, Suite 101
Bradenton, Florida 34202
Phone: 941-753-3814
Sarasota, Florida Branch
1990 Main St, Suite 750
Sarasota, Florida 34236
Phone: 941-309-5217
Copyright 2010 SKYBOX Financial Group. All rights reserved. Data and information is provided for informational purposes only. Neither SKYBOX Financial Group nor any of its data or content shall be liable for errors or for any actions taken in reliance thereon. This website is for informational purposes only and should not be construed as an offer or solicitation to buy or sell securities or commodity futures. Principals of SKYBOX Financial Group are registered representatives of thinkorswim, Inc. SKYBOX Financial Group shall not be liable for any damages or costs of any type arising out of or in any way connected with your use of the services of the brokerage company. All published results are hypothetical gross results without adjustment for trading costs (commissions, fees & slippage).
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