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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
Stephen Bottcher (CRD# 4282016) is an Investment Advisor Representative working at Russell Investments in Webster, NY and has over 21 years of experience in the finance industry.
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Edward Bradford (CRD# 4752103) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fairport, NY and has over 20 years of experience in the finance industry.
Rob is a founding and co-Managing Partner of NorthLanding Financial Partners, LLC. In addition to serving as the firm’s Chief Investment Officer, his practice extends to fee-based financial planning and investment management for a select number of high net worth individuals and families.
His clients depend on his oversight for personal and objective advice on investment allocation, retirement income planning, estate planning, and tax-related matters. His experienced approach to guiding clients through all aspects of financial management has developed over the past 17 years, through experience with...
Coty Brawdy (CRD# 6106713) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Fairport, NY and has over 6 years of experience in the finance industry.
Stephen Brown (CRD# 1799847) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Fairport, NY and has over 36 years of experience in the finance industry.
Brittany Buffington (CRD# 5526510) is an Investment Advisor Representative working at Elevatus Wealth Management, LLC in Victor, NY and has over 15 years of experience in the finance industry. Brittany Buffington has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.