Strategic Financial Services, Inc. (“Strategic”), an independent, Central New York-based wealth management firm, is proud to announce the addition of two new members to our growing team. Growth, a core value at the firm, allows us to continue to deliver outstanding experience for our clients and team.
“We are excited to welcome these talented professionals to the Strategic team,” said Alan Leist, III, CEO of Strategic Financial Services. “They are smart, experienced, and committed to furthering our mission of helping our clients live a great life through industry leading financial planning and investment management. Their diverse backgrounds are perfectly suited to complement our team and amplify our growth strategy.
The two new team members are starting as Associate Advisors and are currently enrolled in Strategic’s Advisor Development Program. This program is designed to help professionals develop the critical skills and knowledge necessary to become a successful financial advisor. In this comprehensive and thorough training program, new advisors will train in an environment that allows them to learn the Strategic business from the ground up and sets them up for a successful and long career as a Financial Advisor.
Ben Petell, Associate Advisor
Ben is a recent graduate of St. John Fisher University where he studied Finance with a concentration in Financial Planning. Ben began his professional career as an intern at local accounting firm where he engaged in filing individual tax returns and accounting for local businesses. In his senior year at Fisher, Ben was introduced to the Strategic Team. After four years in Rochester, Ben has returned to his hometown of New Hartford where he aspires to make an impact on the community. Ben is also an avid golfer and fisherman and enjoys cooking and entertaining.
Nick Accordino, Associate Advisor
Before joining the Strategic team, Nick served as Senior Development Officer at Utica University, where he advised alumni, parents, and friends on charitable giving strategies to meet their philanthropic goals and help advance the mission of the University. Dedicated to lifelong learning, Nick earned a bachelor’s degree from Wells College, a master’s from Canisius College, and recently completed a certificate in Personal Financial Planning through Park University. Nick moved to the Mohawk Valley from Western New York in 2014. He is currently pursuing his Certified Financial Planner™ (CFP®) designation, but in his free time, Nick enjoys running, playing frisbee golf, and spending time with his children.
About Strategic Financial Services
In business since 1979, Strategic has a team of over 37 wealth management professionals, servicing more than 1,000 clients and managing $1.7 billion in assets. Areas of focus include Investment Management, Financial Planning and Corporate Retirement Plans.
Headquartered in Utica, NY with satellite offices in Little Falls, Rochester, Rome and Syracuse, 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.
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