Top tax-loss harvesting financial advisors in Rome, NY

Bryan Mc Cormick is a financial advisor with Belpointe Asset Management LLC, holding a Series 65 designation and having two years of industry experience. He previously worked at Chatham Street Advisors for five years and has experience in the electric industry. Outside of advising, he owns and operates Rome Lightery Company, specializing in lighting design and lamp repair. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, using customized portfolios and a range of advisory relationships.

Richard Presky is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 41 years of industry experience, including a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. Presky has served as past president of Mohawk Valley Economic Development and is on the Board of Directors for the Genesis Group of Mohawk Valley. He also holds the position of Treasurer for the Cornell University Cooperative Extension in Oneida County. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers financial planning, brokerage, insurance products, and affiliated trust and lending services.

Maxwell Moore is a financial advisor at Birch Wealth Management with Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Citigroup and Manning & Napier and has experience at State Street Corp and the University of Massachusetts Amherst. Birch Wealth Management provides discretionary portfolio management, financial planning, and consulting services primarily to individual and high-net-worth clients. The firm uses a combination of analytical approaches and focuses on equities, ETFs, and money-market funds while delivering written financial plans and managing portfolios on a discretionary basis.

Joseph Gunther is a financial advisor at IFG Advisory, LLC with 38 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining IFG Advisory in 2024, he worked at LPL Financial for 15 years and Securities America Advisors, Inc. for eight years. Outside of his advisory work, he has been involved in notary services and manages a family-owned rental property. IFG Advisory, LLC provides investment advisory and financial planning services to a diverse client base including individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment strategies using sub-advisors and third-party models, and offers services such as portfolio management, retirement plan consulting, and real estate-related planning.

Michelle Shauger is a financial advisor with Primerica Advisors in Rome, NY, holding Series 63 and Series 65 licenses with 24 years of experience. She has been with Primerica Advisors and Primerica Financial Services since 2002. Outside of her advisory role, she has been involved in part-time sales of home security and automation products through Primerica Client Services, Inc. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and offers a range of model-based investment strategies supported by third-party asset managers and custodial services.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Deborah Etherton is a financial advisor at Edward Jones in Cape Girardeau, MO, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has been with Edward Jones since 2005. 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 offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.