Pittsford, NY Sully's Trail Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,118 advisors across 14,150 offices

Location

121 Sully's Trail Suite 3

Pittsford NY 14534

Advisors at this office

2

Advisors at this office

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Geoffrey G

CFP®, ChFC®, Series 66

Pittsford, NY

Edward Jones

Geoffrey Glanville is a CFP®, ChFC®, and Series 66 licensed financial advisor with Edward Jones, where he has worked since 2010, totaling 16 years of industry experience. He serves as an adjunct professor at the American College of Financial Services, teaching retirement and investment courses within the CFP, ChFC, and RICP programs. Edward Jones is a full-service wealth management firm that serves more than four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

John P

CFP®, Series 63, Series 66

Pittsford, NY

Edward Jones

John Pascucci is a financial advisor at Edward Jones with seven years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Paychex and John Hancock Financial. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Retirement income strategy Business ownership considerations Wealth management Founder/Business Owner Doctor or Medical Professional Intergenerational Families
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