Jennifer Roberts is a financial advisor at Winthrop Partners – WNY, LLC with 7 years at the firm and a total of 14 years in the industry. She holds the ChFC® designation and Series 63 license. Her prior experience includes roles at Elleverage and Winthrop Financial. Winthrop Partners – WNY, LLC provides investment advisory, financial planning, and subscription-style planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and business entities. The firm offers discretionary and non-discretionary portfolio management with a top-down/bottom-up investment approach, incorporating tax-aware fixed-income ladders and a legacy-portfolio program.

Thomas Saunders Jr. is a financial advisor at Winthrop Partners – WNY, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Locust Capital Management and LPL Financial. Winthrop Partners – WNY, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and business entities. The firm uses a disciplined investment process that combines individual equities, fixed income, ETFs, and mutual funds with a top-down/bottom-up selection approach, offering both discretionary and non-discretionary portfolio management along with ongoing financial planning.

Ryan Carney is a financial advisor with Winthrop Partners – WNY, LLC, holding a Series 66 designation and 10 years of industry experience. He has been with Winthrop Partners since 2016. Winthrop Partners – WNY, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and business entities. The firm uses a discovery process to establish client goals and risk tolerance, implementing portfolios with a mix of individual equities, fixed income, ETFs, and mutual funds across a range of model allocations, and offers specialized services such as a subscription-style planning service and legacy-portfolio management.