Broker Check

521 Erie Blvd W, Syracuse, NY 13204

315.728.5434
Client Login

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Learn More

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
Learn More

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.
Learn More

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Learn More
Investing for Impact

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Learn More
What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Learn More
Starting a Roth IRA for a Teen

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.
Learn More
8 Financial Milestone Birthdays

8 Financial Milestone Birthdays

Get ready to celebrate your financial birthdays in this informative infographic.
Strategies for Managing Student Loan Debt

Strategies for Managing Student Loan Debt

Five strategies for managing your student debt.
Jeffrey Jock

Jeffrey Jock, CFP®

Senior Wealth Advisor, LPL Financial

315.728.5434

Kevin Witmer, CRPC™

Kevin Witmer, CRPC™

Wealth Advisor, LPL Financial

315.728.5353

Frank Mazzilli, CRPC™

Frank Mazzilli, CRPC™

Wealth Advisor, LPL Financial

315.728.5195

Brandon Mimas-Weeks, CRPC™

Brandon Mimas-Weeks, CRPC™

Wealth Advisor, LPL Financial

315.728.3593

Scott Harris

Scott L. Harris, CWS®

Vice President LPL Branch Manager, LPL Financial

315.728.5273

Shannon Avery

Shannon Avery

Operations Manager

315.728.3460

Kate Milligan

Kate Milligan

Investment Services Assistant

315.728.3617

Ashley Trombley

Ashley Trombley

Investment Services Assistant

315.728.3563

Have a Question

Thank you!
Oops!

Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."