Top divorce financial planning financial advisors in Glens Falls, NY

Timothy Gusek is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for American Portfolios Financial Services, Inc. for 15 years. He is involved in the sales and marketing of fixed annuities and non-variable insurance through a sole proprietorship and an LLC. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and nonprofit investors through a broad network of affiliated advisors. The firm offers integrated brokerage and advisory services, using various tools and multiple platforms to provide customized portfolio management and financial planning solutions.

Albert Fredette is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory work, he is involved as a partner in a family foundation and a family business, and supports a local athletic training facility associated with his son. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm employs a combination of in-house and third-party advisory programs, focusing on tailored investment solutions that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

Stephen Babson II is a financial advisor at Edward Jones in Glens Falls, NY, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Rachel Sloan is a CFP® professional with 21 years of experience in financial advising. She has led Sloan Advisory Group, Inc. since 2009. The firm offers discretionary investment management and comprehensive financial planning to individual and high-net-worth clients, managing approximately $63.6 million in assets. Its investment approach focuses on asset-class allocation and Modern Portfolio Theory to create diversified portfolios tailored to client objectives, with periodic reviews and discretionary implementation. The firm also provides educational seminars and workshops on general financial topics to organizations and the public.

Robert Butler III is a financial advisor with LPL Financial in Glens Falls, NY, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include positions at Equity Services Inc, National Life Group, Northwestern Mutual, Bank of America, Merrill Lynch, and New York Life. He is also an adjunct financial services instructor at Bryant & Stratton College. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Kayla Santos is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities. In addition to her advisory role, Santos is an independent insurance agent, offering life, fixed annuities, disability, long-term care, and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars, structuring engagements as annual collaborative relationships focused on goal analysis and written recommendations.

Amanda Quicke is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding a Series 66 designation and 18 years of industry experience. She has worked within Wells Fargo entities since 2016. Outside of her advisory role, she has ownership interests in an investment-related business, Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm utilizes proprietary research and planning tools to develop tailored recommendations, offering both brokerage and advisory programs.

Lance Lohr is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1996, focusing on advising and managing client portfolios and wealth management strategies. Lance holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification and the Chartered Retirement Planning Counselor™ (CRPC) designation, along with FINRA Series 7, 63, and 65 registrations. His expertise encompasses a broad range of client focus areas, including college education planning, divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Lance graduated from Moeller High School, played football at Vanderbilt University, and earned his Bachelor of Science in Business Administration from the University of Cincinnati. Lance follows Merrill's tradition of community service by volunteering with local organizations. His personal interests include football, golfing, hiking, traveling, and spending time with his family. He emphasizes working one-on-one with clients to develop personalized financial strategies tailored to their long-term goals.

Jacob Heinz is a financial advisor at Edward Jones in Charlotte, NC, with 15 years of industry experience. He holds the Series 63 and Series 66 designations. His previous positions include roles at Fidelity Investments and E*TRADE Capital Management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of thousands of financial advisors and branch offices.

Teresa Greenip is a CERTIFIED FINANCIAL PLANNER™ professional with five years of industry experience, currently advising at Aspiriant, LLC in San Francisco. She has been with Aspiriant since 2019 and previously worked at Mosaic Financial Partners and iStar. Aspiriant serves primarily high-net-worth individuals, families, professional fiduciaries, and select institutional and retirement plan clients, providing investment management, wealth planning, and family office services. The firm offers customized investment programs and expanded family office capabilities, including accounting, banking support, and specialized consulting beyond typical advisory offerings.