Experience

Makes all the difference

Jennifer Peterson

Senior Vice President–Wealth Management

Financial Advisor

With over 11 years of industry experience, Jennifer has helped clients address their financial concerns and develop sound strategies by focusing on each client's specific values. Her favorite thing about her job is helping clients connect their wealth to their values. Jennifer has dedicated her career to delivering the personalized investment planning services that her clients and their families deserve. She works with individuals, families, and businesses to provide integrated wealth management and planning services. Integrity, objective advice, attention to detail, and unwavering concern for the wellbeing of Jennifer’s clients are the hallmarks of her client service model.

Registered States:
  • NJ
  • NY
  • TN
400 Linden Oaks
Rochester, NY 14625

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Victoria Montemorano

Client Associate

Victoria is a graduate from Bentley University, where she majored in managerial economics with a concentration in marketing and a minor in computer information systems. Victoria is goal driven and motivated to learn from others in any environment. At Bentley, she was a student-athlete who played on the Women's Soccer team. Graduating admits the Covid-19 pandemic has given her the skills to adapt quickly and easily to adversity.

Registered States:
  • NY
400 Linden Oaks
Rochester, NY 14625

Email Me