The Mustico Financial Group, Inc.

Damien Mustico is a financial advisor with The Mustico Financial Group, Inc. in Elmira, NY, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He previously worked at FSC Securities Corporation, Inc. for 12 years before joining The Mustico Financial Group and Mutual Securities, Inc. in 2017. His outside activities include operating independent insurance agencies and providing trust and estate planning referrals through affiliated law firms. The Mustico Financial Group provides discretionary investment supervisory services and individualized portfolio management to a diverse client base including high-net-worth individuals, pension plans, and charities. The firm employs fundamental analysis and both long- and short-term strategies, managing about $316 million in assets across approximately 460 client relationships.

Xavier Mustico is a CFP® with seven years of industry experience currently serving at The Mustico Financial Group, Inc. He previously worked at Bank of America, Merrill, and Mutual Securities, Inc. Outside of his advisory role, he serves as a board member of Elmira Downtown Development, Inc., a local nonprofit organization. The Mustico Financial Group offers discretionary investment supervisory services, financial planning, and consulting to individuals, pension plans, and charities. The firm manages approximately $316 million across about 460 client relationships, using client-specific investment guidelines and fundamental analysis in its portfolio management.

Michael Mustico is the principal of The Mustico Financial Group, Inc. in Elmira, NY, with 24 years of experience in financial services and law. He holds Series 63 and Series 65 licenses and has been involved with his firm since 2002. Outside of advising, he is a minority general managing partner of a local holding company that owns the building leased by his firm. The Mustico Financial Group provides discretionary investment supervisory services, portfolio management, financial planning, and consulting to individuals, pension plans, charities, and other entities. The firm manages over $316 million across approximately 460 clients, using client-specific investment guidelines, fundamental analysis, and both long- and short-term strategies.

Elizabeth Mustico is a financial advisor at The Mustico Financial Group, Inc. with a Series 65 credential and one year of industry experience. She has been affiliated with The Mustico Financial Group since 2021. The Mustico Financial Group provides discretionary investment supervisory services, portfolio management, financial planning, and consulting to individuals, pension plans, charities, and other entities. The firm manages approximately $316.5 million across about 460 clients, using client-specific investment guidelines and a mix of long- and short-term strategies.