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Jacqueline T
Series 63, Series 65, Series 66
Williamsville, NY
Rabenold Advisors, Inc.
Jacqueline Tedesco is a financial advisor at Rabenold Advisors, Inc. with six years of industry experience. Her prior firms include Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and UBS Financial Services. Before entering finance, she was involved in a family dental practice for 17 years and also worked at Monarch Kitchen Design Studio. Rabenold Advisors, Inc. provides investment management and financial planning primarily to individual clients and families, managing approximately $35.6 million in discretionary assets. The firm employs diversified, asset-allocation strategies based on Modern Portfolio Theory and offers financial planning as an ongoing or stand-alone service without imposing an account minimum.
Dirk R
CFP®, Series 63, Series 65
Williamsville, NY
Rabenold Advisors, Inc.
Dirk Rabenold is a CFP® professional with over 41 years of experience in the financial industry. He is currently with Rabenold Advisors, Inc. and has previously worked at LPL Financial, Next Financial Group Inc, and Janney Montgomery Scott. In addition to his advisory role, he serves as an elected official with the Amherst Republican Committee. Rabenold Advisors, Inc. provides ongoing investment management and financial planning primarily for individuals and families, managing approximately $35.6 million in discretionary assets. The firm utilizes diversified, asset-allocation strategies based on Modern Portfolio Theory and offers both discretionary and non-discretionary arrangements without account minimums.
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