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Category: Financial Consulting / Investment Advisory

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This listing is alphabetical by person's last name within membership level.
 
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  Wells Fargo Advisors, is a trade name used by Wells Fargo Clearing Services LLC, Member FINRA/SIPC

Joanna Ferguson CRPC®

Financial Advisor
Wells Fargo Advisors, is a trade name used by Wells Fargo Clearing Services LLC, Member FINRA/SIPC

(Professional Position)

5789 Widewaters Pkwy
Dewitt, NY  13214

315-445-7256 (voice)
315-449-4337 (fax)

www.joannahferguson.wfadv.com

Joanna Ferguson CRPC®
  Business Category:
Financial Consulting / Investment Advisory
In Business Since: 2010

Number of Employees/Subcontractors: 1

Desired Markets: Local, Regional, State, National
  Description: Whether you're planning for retirement or already there as a Chartered Retirement Planning Counselor (CRPC) professional I can help you uncover the challenges you may face and develop a strategy for confronting them. Financial Advisors with the CRPC certification have in-depth knowledge of the investment planning process and are specially trained on the pre-and post-retirement needs of investors like you.
  Profile: As a Financial Advisor, I provide financial advice and value-added service to investors always striving to build long-term relationships based on mutual trust and respect. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing their goals. I earned the Chartered Retirement Planning CounselorSM (CRPC®) certification by meeting rigorous professional standards and passing a comprehensive examination from the College for Financial Planning. My professional affiliations included the Financial Planning Association and the College of Financial Planning.
  Featured Products or Services: Brokerage Services, Asset Management, Advisory Services, Insurance: Permanent, Term, Long Term Care Insurance, Lending Solutions via Wells Fargo Affiliates
 
 
 

Sherry Finkel Murphy

Financial Advisor
Northwestern Mutual Wealth Management Company

(Professional Position)

3 Atrium Drive
Suite 255
Albany, NY  12205

518-459-4665 (voice)
516-770-3419 (voice)

www.sherryfinkelmurphy.nm.com
/www.linkedin.com/in/sherryfinkelmurphy
/www.facebook.com/sherryfinkelmurphy/



Business Category:
Financial Consulting / Investment Advisory
Insurance
Banks & Finance
Financial Literacy

Desired Markets: Local, Regional, State, National
  Description: Comprehensive Financial Planning including insurance, investments and distribution planning; specializing in education planning and retirement income
  Profile: So many of us have a stockbroker, accountant, insurance agent, and lawyer, but NOT a plan. While you can save and build wealth, a self-service corporate portal or your local savings bank will not tell you what you need to know about *how* to arrive at your goal or how to manage the withdrawal of your funds for your children's education or in retirement. My clients learn how to keep their wealth growing, while positioning their children for a successful 'launch' and themselves for a lifetime of income.
  Featured Products or Services: Comprehensive Financial Planning, Insurance, Investments
 
 
 
  Prudential Financial

Lee M Gatta CLU AEP ChFC CLTC

Financial Planner
Prudential Financial

(Professional Position)

5786 Widewaters Parkway
Suite 200
DeWitt, NY  13214

315 350-2460 (voice)
315 751 1951 (voice)
315-350-2489 (fax)

www.prudential.com/us/l.gatta

Lee Gatta CLU AEP ChFC CLTC
  Business Categories:
Financial Consulting / Investment Advisory
Business Services, Advisors and Consultants
In Business Since: 1978

Number of Employees/Subcontractors: 1

Desired Markets: Local, Regional, State
  Description: For a detailed description of our company and my credentials, please visit my website at http://www.prudential.com/us/l.gatta
  Profile: An extensive profile is available on my corporate website.
  Women TIES Business Referrals: Leadership Connection, Gwen Webber McLeod
 
 
 

Colette K Powers

Financial Advisor
UBS Financial Services, Inc.

(Professional Position)

440 South Warren Street
The Galleries, 6th Fl
Syracuse, NY  13202

315-473-7117 (voice)
855-827-2626 (fax)

www.ubs.com/fa/colettepowers



Business Category:
Financial Consulting / Investment Advisory

  Description: You could say my “job” is managing wealth. To me, though, it’s not a job at all, but a passion. And a promise. I know that the information and advice I provide over time can make a valuable difference as you pursue your goals and embrace the future. I am your partner and sounding board. I provide insights and perspective, no matter how complex your situation. Most importantly, I can put to work for you our firm’s extensive global resources and industry-leading insights so regardless of market conditions, you have a clear direction and a strategy to guide you.
  Profile: Colette's professional and personal life experience has truly shaped the financial advisor she is today. Having built and managed with her husband, a successful small business for over 24 years, Colette knows the importance of understanding a client's needs, having a consistent process to stay connected with clients and delivering exceptional service. As a mother of three boys, one with special needs, and having been the primary caregiver to a disabled-aging mother and orphaned nephew, Colette has seen first-hand the need for life planning and offers this perspective when working with clients. Her passion is helping families discover and create their own life-map and building a personalized financial plan to support it. Colette graduated from Syracuse University with a B.A. in Mathematics. She lives in Cazenovia and enjoys spending time with her family, reading and daily exercise.
 
 
 
  Primerica Financial Services

Michelle Shauger

Regional Vice President
Primerica Financial Services

(100% Woman-Owned Business)

223 North Washington Street
Rome, NY  13440

315-225-4481 (voice)
888-709-1903 (fax)

www.primerica.com/michelleshauger
www.primericaworkshops.com
www.womeninprimerica.com

Michelle Shauger
  Business Category:
Business Ownership and Training
Financial Consulting / Investment Advisory
Financial Literacy
Insurance
In Business Since: 2002

Locations: We service clients and open offices throughout the United States and Canada.

Desired Markets: Local, Regional, State, National, International

  Description: Please visit my company website for more information. www.primerica.com/michelleshauger
 
 
 

Kimberly A Zakrzewski

Talent Acquisition Manager
Prudential

(Professional Position)

1 John James Audobon Pwy, Suite 100
Amherst , NY  14228

716-276-2451 (voice)
716-262-7397 (voice)
716-636-1980 (fax)

/www.prudential.com/view/page/public/160?re



Business Category:
Financial Consulting / Investment Advisory

Locations: Buffalo, Rochester, Syracuse

Desired Market: Regional
  Description:
  Profile: As a Talent Acquisition Manager, I am a member of the leadership team in the Empire State Agency in Upstate New York. I have the responsibility of recruiting and selecting high-quality Financial Professional Associates (FPAs) to join me in representing the Prudential Insurance Company of America. I am actively involved in the local community and interested in networking with other like-minded business professionals.
 
 
 
     
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