Accordino Promoted to Lead Advisor
Utica, NY, February 24, 2025 – Strategic Financial Services, Inc. (“Strategic”), a leading independent wealth management firm based in Central New York, is pleased to announce the recent promotion of Nick Accordino, CFP® to Lead Advisor. This promotion reflects Nick’s exceptional contributions and his embodiment of our values and mission to serve, grow, and help our clients live their best life.
Nick joined Strategic in 2023 and has consistently demonstrated a strong commitment to excellence and client service. In his new role as Lead Advisor, Nick will be responsible for managing new and current client relationships as well as providing a more proactive role in developing and reviewing comprehensive financial plans for our growing client base.
“As a fiduciary, our mission is to help people live great lives, starting with a strong financial foundation through consistent service, a straightforward approach, and a team of good people,” stated Alan Leist, III, CEO of Strategic Financial Services. “We celebrate Nick for his growth and development in his role as a CFP® designated Financial Advisor here at Strategic. We look forward to his continued success in this new role and the impact he will make on our clients’ lives for years to come,” Leist added.
Prior to joining Strategic, Nick had a successful nine-year career in development at Utica University. Accordino worked with staff, alumni and the community in a crucial mission to increase access and affordability for Utica Students and continue to position Utica as a leader in higher education. In that work, Accordino was inspired to become a financial adviser by working with generous donors whose philanthropy was made possible by prudent planning.
For more information about Strategic Financial Services, Inc., please visit www.investstrategic.com.
About Strategic Financial Services
In business since 1979, Strategic has a team of over 37 wealth management and retirement plan professionals, servicing more than 1,200 clients and managing more than $2.3 billion in assets. Areas of focus include Investment Management, Financial Planning and Corporate Retirement Plans.
Headquartered in Utica, NY with satellite offices in Rochester, Syracuse, Rome, Litte Falls, and West Palm Beach, FL. Strategic is an established wealth management firm and regional leader in the investment industry. While successfully growing from established roots, it continues to expand its geographic footprint and influence across the northeast and throughout the United States.
