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Lee W

Series 63, Series 65

Pittsford, NY

Indivisible Partners

Lee Woodring is a financial advisor at Indivisible Partners with 30 years of industry experience. He has previously worked at Merrill and Bank of America, N.A. Lee holds Series 63 and Series 65 licenses. Outside of his advisory work, he is a co-owner of several family rental properties and also works as an insurance agent. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses with portfolio management, financial planning, and third-party manager selection. The firm uses a strategic asset allocation framework overseen by an investment committee and offers active, passive, or blended investment approaches tailored to client risk profiles.

Passive / index investing Active portfolio management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired Executive
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Robert L

Series 66

Pittsford, NY

Indivisible Partners

Robert Leroy is a financial advisor at Indivisible Partners with 16 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Indivisible Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, charitable organizations, and businesses with portfolio management, financial planning, and third-party manager selection. The firm uses a strategic asset allocation framework and offers clients a range of investment approaches including direct indexing and tax-aware strategies.

Passive / index investing Active portfolio management Tax-loss harvesting Private / alternative investments Options & derivatives strategies Founder/Business Owner Retired Executive
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