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Gregory F

Series 66

Fairport, NY

Wells Fargo Advisors

Gregory Facinelli is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and having 20 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2011. Facinelli co-owns ACE Financial Group with his spouse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Stephen C

Series 66

Fairport, NY

Wells Fargo Advisors

Stephen Calabrese is a financial advisor at Wells Fargo Advisors with 4 years of industry experience. He holds the Series 66 designation and previously worked at JPMorgan Chase from 2004 to 2021. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm offers tailored recommendations through planning tools and research, serving clients who meet a net-worth threshold with both general and specialized planning services.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Donald H

Series 63, Series 65, Series 66

Fairport, NY

Wells Fargo Advisors

Donald Hoyt Jr. is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Wells Fargo Advisors Financial Network LLC since 2011. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, using proprietary research and planning tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Lori F

Series 63, Series 65

Fairport, NY

Wells Fargo Advisors

Lori Facinelli is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 licenses and has 34 years of industry experience. She has been with Wells Fargo Advisors Financial Network LLC since 2011. Outside of her advisory role, she co-owns a financial practice, ACE Financial Group, with her spouse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet a net-worth threshold, utilizing Wells Fargo’s research, planning tools, and simulation models to develop and present recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Ryan F

Series 66

Fairport, NY

Wells Fargo Advisors

Ryan Facinelli is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Advisors since 2022 and has prior work experience including several roles at Seager Marine and a position with the Pittsford Central School District. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a wide range of planning services and integrates advisory services with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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