Creating a vision for retirement is your job - helping you design a strategy to get there is mine.
After graduating from St John Fisher, I spent several years working as an insurance agent at Paychex, helping people navigate the complex insurance world. My fiancé, Dylaini, and I have always had a passion for traveling but more importantly, meeting new people and learning their stories. We packed our bags and traveled across the country, stopping in several cities and local towns along the way. Through our experiences, I learned many things. Most importantly, I learned that the grass is quite green right here in our backyard.
As a financial advisor with Edward Jones, I understand the financial world can be intimidating; however, I pride myself on working one-on-one with my clients to aid them in feeling more informed and in control of their financial well-being. By taking the time to truly get to know you and your unique needs, I will create an appropriate, personalized, long-term financial strategy to help reach your goals. Most importantly, I will continue to partner with you and your family throughout your life to help keep you on track.
I have built my entire business around treating my clients as I would want to be treated; a simple idea that still makes sense in today's complex marketplace.
Relationships are key, so I meet face-to-face with my clients to build strong, lifelong partnerships. However, we're not alone - the firm has thousands of people and advanced technology supporting our office to assure you receive the most current and comprehensive guidance. The financial uncertainty of life's next challenge will arrive and when it does, don’t face it alone. Please, stop by the office or give me a call and let’s get started!
Focus areas
- Entrepreneurs & Business Owners
- Intergenerational Planning
- Retirement Savings Strategies
- New Investors
- Estate & Legacy Strategies
- Portfolio Reviews
My Personal Interests
- Sustainability
- Health & Nutrition
- Volunteering
- Golfing
- Outdoor Enthusiast
Office Information
Office Address
516 Hamilton StGeneva, NY 14456 opens in a new window
Phone Number
Adam Rayburn at (315) 781-0214- Donna Laquitara
- Sr. Branch Office Administrator
- Jackie Chelenza
- Branch Office Administrator
Branch Team
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:30PM |
Tue | 08:00AM - 05:30PM |
Wed | 08:00AM - 05:30PM |
Thu | 08:00AM - 05:30PM |
Fri | 08:00AM - 05:30PM |
Sat | By Appointment Only |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:30PM |
Tue | 08:00AM - 05:30PM |
Wed | 08:00AM - 05:30PM |
Thu | 08:00AM - 05:30PM |
Fri | 08:00AM - 05:30PM |
Sat | By Appointment Only |
Sun | Closed |
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Connect on Social
- Donna Laquitara
- Sr. Branch Office Administrator
- Jackie Chelenza
- Branch Office Administrator
Branch Team
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