Liverpool, NY Office

Jill Bassett is a financial advisor with Leigh Baldwin & Co., LLC and holds a Series 66 designation. She has 11 years of industry experience, including roles at both Leigh Baldwin & Co. and Prestige Investing LLC. In addition to advisory work, she is the sole owner of a business offering long-term care, disability, fixed annuities, life insurance, and Medicare plan services. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning to individuals—including high-net-worth clients—and various institutional clients. The firm employs a blend of fundamental and technical analysis with a range of investment strategies and utilizes multiple custodial platforms and third-party advisory programs.

Linda Mcanelly is a financial advisor at Leigh Baldwin & CO., LLC with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Leigh Baldwin since 1998, with prior experience at Financial Quest, Inc. and Prestige Investing LLC. Outside of advisory work, she has offered long-term care, disability, fixed annuities, life insurance, and Medicare plans through various insurance companies, and was appointed as a FINRA arbitrator, although she is not currently active in that role. Leigh Baldwin & CO., LLC provides discretionary portfolio management and financial planning services to individual clients, including high-net-worth individuals, as well as institutions such as pension plans and municipalities. The firm employs a mix of fundamental and technical analysis, uses both long- and short-term positions, and may incorporate options strategies, managing about $285 million in discretionary assets through a team of 18 advisors.