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Shawn E

Series 65, Series 63

Syracuse, NY

Bankers Life Advisory Services, Inc.

Shawn Emmons is a financial advisor with Bankers Life Advisory Services, Inc. in Syracuse, NY, holding Series 65 and Series 63 licenses and three years of industry experience. He has worked with affiliated entities including Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., where he also serves as a unit field trainer recruiting and training insurance agents. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals by providing discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored investment strategies aligned with clients’ goals and risk profiles.

Wealth management Retired
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Samuel D

Series 66

Syracuse, NY

Bankers Life Advisory Services, Inc.

Samuel Dickson is a financial advisor at Bankers Life Advisory Services, Inc. based in Syracuse, NY. He holds a Series 66 designation and has one year of experience in the industry. Prior to joining Bankers Life, he worked in various roles including a five-year position at Ducted Wind Turbines and concurrent roles with Uber and Lyft. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management, as well as retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and provides ongoing portfolio management aligned with clients' goals and risk tolerances.

Wealth management Retired
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Todd C

Series 63, Series 65

Syracuse, NY

Bankers Life Advisory Services, Inc.

Todd Cross is a financial advisor with Bankers Life Advisory Services, Inc. in Syracuse, NY, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Commonwealth Financial Network, Tucker-Haskins and Associates, MML Investors Services, MassMutual Life Insurance Co., NYLIFE Securities LLC, and New York Life. Outside of advising, he has served as a field trainer for insurance agents at Bankers Life & Casualty, Inc. and has worked as a grocery delivery shopper. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis to create tailored asset allocations and ongoing portfolio management aligned with clients’ goals and risk tolerances.

Wealth management Retired
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Riley L

CFP®, Series 66

Syracuse, NY

Bankers Life Advisory Services, Inc.

Riley La Vancha is a CFP® professional with one year of industry experience, currently serving at Bankers Life Advisory Services, Inc. Prior to this, Riley worked at Rockbridge Investment Management, LLC. Outside of the financial industry, Riley serves on the board of a nonprofit organization, Devins Rec Room, which supports individuals in alcohol or drug recovery in Syracuse, NY. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management and investment consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations aligned with clients’ goals, risk tolerances, and time horizons.

Wealth management Retired
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