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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Delbert Smith (CRD# 1206790) is an Investment Advisor Representative working at Sage Tree Wealth in Fairport, NY and has over 16 years of experience in the finance industry.
Michael Teddy (CRD# 1192717) is an Investment Advisor Representative working at Esi Financial Advisors in Fairport, NY and has 1 year of experience in the finance industry.
Debra Trifiro (CRD# 2747166) is an Investment Advisor Representative working at Lpl Financial LLC in Fairport, NY and has over 4 years of experience in the finance industry.
Terri Trotta (CRD# 2420492) is an Investment Advisor Representative working at Lincoln Investment in Fairport, NY and has over 15 years of experience in the finance industry.
Keri Vacanti (CRD# 4459507) is an Investment Advisor Representative working at Lincoln Investment in Fairport, NY and has over 18 years of experience in the finance industry.
Kelly Whalen (CRD# 5277364) is an Investment Advisor Representative working at Lpl Financial LLC in Fairport, NY and has over 12 years of experience in the finance industry.
Sam joined W&S Management Services in the spring of 2021, after nearly a decade at Fidelity and ESL Investment Services LLC. Sam is passionate and takes a client centered approach to financial planning. He came to W&S Management as a remedy to the high fees, poor communication and improper risks he often sees elsewhere in the financial services industry. He is excited to apply his expertise in a fee only environment where the needs and financial outcomes of the client come first.
Salvatore Paternico (CRD# 6316104) is an Investment Advisor Representative working...
Susan Acker (CRD# 2814482) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pittsford, NY and has over 27 years of experience in the finance industry.
Timothy Acker (CRD# 6538852) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pittsford, NY and has over 8 years of experience in the finance industry.
Mark Adam (CRD# 2186053) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Rochester, NY and has over 32 years of experience in the finance industry.