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Business Council of Westchester Financial Advisors

Business Council of Westchester Financial Advisors

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management
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360 Hamilton Avenue
8th Floor
White Plains, NY 10601
Arthur PasternakArthur Pasternak
Work Phone: 914 682 5574914 682 5574
Member Since: 2019
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Altium Wealth, LLC
Altium Wealth, LLC
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2500 Westchester Avenue
Suite 210
Purchase, NY 10577
James L. Giangrande, CFPJames L. Giangrande, CFP
Work Phone: (914) 777-2500(914) 777-2500
Member Since: 2010
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Bernstein Private Wealth
Bernstein Private Wealth
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290 Harbor Drive
Stamford, CT 06902
Ron SmithRon Smith
Work Phone: 212-823-2635212-823-2635
Member Since: 2024
Bernstein stands alone as a "Global Boutique." As the largest independent research firm, we recognize the personal and complex nature of significant wealth. Our custom approach, supported by global insights, is truly unique.
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BRIX Partners
BRIX Partners
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565 Taxter Road
Suite 625
Elmsford, NY 10523
Eugene PeysakhEugene Peysakh
Work Phone: 917-540-3843917-540-3843
Member Since: 2024
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Cannataro Family Capital Partners
Cannataro Family Capital Partners
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300 Madison Avenue
Suite 2500
New York, NY 10017
Lou CannataroLou Cannataro
Work Phone: (646) 366-6571(646) 366-6571
Member Since: 2024
Cannataro Family Capital Partners (CFCP) is multi-family office dedicated to supporting families and business owners in protecting and managing their assets through comprehensive services in asset protection, tax planning, and estate planning.
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Edward Jones-Andrea Williamson
Edward Jones-Andrea Williamson
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200 Business Park Drive
Suite 107
Armonk, NY 10504
Work Phone: 914-307-6196914-307-6196
Member Since: 2025
I work with individuals, families and businesses to plan for their retirement and all of the things they want in their full and rich lives. I help clients build and grow investment portfolios and insurance strategies to align to those goals.
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Fairchester Group at Morgan Stanley
Fairchester Group at Morgan Stanley
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One Fawcett Pl
3rd Floor
Greenwich, CT 06830
Keith UnderwoodKeith Underwood
Work Phone: 203 861 5707203 861 5707
Member Since: 2025
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Fifth Third Wealth Advisors
Fifth Third Wealth Advisors
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580 White Plains Road
Suite 210
Tarrytown, NY 10591
Denise McGinnisDenise McGinnis
Work Phone: 914.574.4945 914.574.4945
Member Since: 2023
Fifth Third Wealth Advisors LLC (FTWA) is an RIA firm and wholly-owned subsidiary of Fifth Third Bank, National Association. FTWA offers investment management and financial planning services to individuals, families, and business owners.
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Forest Hills Financial Group - Hector Rivera
Forest Hills Financial Group - Hector Rivera
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535 5th Avenue
Floor 13
New York, NY 10017
Hector RiveraHector Rivera
Member Since: 2024
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Forest Hills Financial Group - John Melkun
Forest Hills Financial Group - John Melkun
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122 East 42nd Street
Suite 2200
New York, NY 10168
John MelkunJohn Melkun
Work Phone: 631-492-1324631-492-1324
Member Since: 2022
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Fortis Lux Financial
Fortis Lux Financial
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120 White Plains Rd
Tarrytown, NY 10591
David PolsonDavid Polson
Work Phone: 91436683449143668344
Member Since: 2025
Wealth Management
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FSC Wealth Advisors LLC
FSC Wealth Advisors LLC
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1 Summit Court
Fishkill, NY 12524
James CombloJames Comblo
Work Phone: 845-297-0300845-297-0300
Member Since: 2024
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Harness Wealth Strategies
Harness Wealth Strategies
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333 Westchester Avenue
South Building Suite 3302
White Plains, NY 10604
John CunninghamJohn Cunningham
Work Phone: 203 249 7957203 249 7957
Member Since: 2025
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Hightower Westchester
Hightower Westchester
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400 Mamaroneck Avenue
Suite 506
Harrison, NY 10528
Dawn IsraelDawn Israel
Work Phone: 914-825-8630914-825-8630
Member Since: 2023
At Hightower Westchester, we provide financial clarity, implement purpose-driven wealth solutions, and create meaningful legacies. Our tailored plans are designed to grow, protect, and preserve your wealth so you can focus on what truly matters to you.
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Hudson Capital Management, Inc.
Hudson Capital Management, Inc.
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30 Wall Street
8th Floor
New York, NY 10005
John EvansJohn Evans
Work Phone: 917-720-2153917-720-2153
Member Since: 2023
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I.M. Financial
I.M. Financial
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38B Grove Street
Suite 1B
Ridgefield, CT 06877
Zak SmithZak Smith
Work Phone: 914.603.8325914.603.8325
Member Since: 2024
There are no magic tricks. There are only so many tools, but the art and science is knowing how to put the pieces together - The Strategy. Our goal is to develop long-term, trusting relationships with our clients.
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IMA Financial Group
IMA Financial Group
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500 Mamaroneck Avenue
Suite 220
Harrison, NY 10528
Robert KestenbaumRobert Kestenbaum
Work Phone: (914) 376-2200(914) 376-2200
Member Since: 2009
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JPMorgan Chase Bank
JPMorgan Chase Bank
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925 Westchester Avenue
3rd Floor
White Plains, NY 10604
Ken PriceKen Price
Work Phone: (914) 461-1197(914) 461-1197
Member Since: 1937
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Merrill Lynch - Lisa Keating-Gradilone
Merrill Lynch - Lisa Keating-Gradilone
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360 Hamilton Avenue
8th Floor
White Plains, NY 10601
Lisa Keating-GradiloneLisa Keating-Gradilone
Work Phone: 914 682 6504914 682 6504
Member Since: 2021
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Morgan Stanley – Sam Giliberti
Morgan Stanley – Sam Giliberti
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2000 Westchester Ave
Purchase , NY 10577
Sam GilibertiSam Giliberti
Work Phone: (914) 225-1307(914) 225-1307
Member Since: 2024
Wealth Management
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Paradigm Wealth
Paradigm Wealth
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427 Bedford Rd
Suite 210
Pleasantville, NY 10570
Danielle GuildersonDanielle Guilderson
Work Phone: (914) 801-7800(914) 801-7800
Member Since: 2024
Paradigm Wealth
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Parallel Advisors
Parallel Advisors
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150 Spear St #1600
San Francisco, CA 94105
Steve FernelisSteve Fernelis
Work Phone: (914) 236-8214(914) 236-8214
Member Since: 2025
Wealth Management, Financial Planning, Insurance, Taxes, estate planning
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Rise Private Wealth Management (formerly Pell Wealth Partners)
Rise Private Wealth Management (formerly Pell Wealth Partners)
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800 Westchester Avenue
Suite 300
Rye Brook, NY 10573
Geri E. PellGeri E. Pell
Work Phone: 914 253 8800914 253 8800
Member Since: 2014
At Rise, we specialize in working with high-net worth individuals and families to provide advice that brings confidence, simplicity, and success to our clients’ financial lives through investment management and comprehensive financial planning.
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SDG Asset Management Group LLC
SDG Asset Management Group LLC
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90 North Broadway
Irvington, NY 10533
Sam GurvitchSam Gurvitch
Work Phone: 212-589-1022212-589-1022
Member Since: 2024
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Seven Bridges Wealth Advisors
Seven Bridges Wealth Advisors
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50 Main Street
Suite 1560
White Plains, NY 10606
Lucille McCannLucille McCann
Work Phone: 914-747-0810914-747-0810
Member Since: 2024
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Strategies for Wealth
Strategies for Wealth
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800 Westchester Avenue
N409
Rye Brook, NY 10573
Kelley BiondiKelley Biondi
Work Phone: (914) 288-8800(914) 288-8800
Member Since: 2007
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Sykon Capital
Sykon Capital
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500 Mamaroneck Ave
Suite 435
Harrison, NY 10528
Todd StankiewiczTodd Stankiewicz
Work Phone: 914-898-3478914-898-3478
Member Since: 2023
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The Affinity Group, LLC
The Affinity Group, LLC
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49 Brundidge Drive
Golden Bridge, NY 10526
Nicholas PreddiceNicholas Preddice
Work Phone: 518-776-1271518-776-1271
Member Since: 2024
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Wealth Bridge Financial Group
Wealth Bridge Financial Group
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675 Third Avenue
9th Floor
New York, NY 10017
Jim FeldesmanJim Feldesman
Work Phone: 646-461-9868646-461-9868
Member Since: 2024
A New York metro-based financial services agency built on the pillars of premium financing, digital marketing, financial wellness, and advanced planning—driven by our core motto: People. Impact. Outcome.
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Wilmington Trust
Wilmington Trust
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120 White Plains Road
3rd Floor
Tarrytown, NY 10591
Shannon SaltosShannon Saltos
Work Phone: 914-366-8534 914-366-8534
Member Since: 2025
Wilmington Trust, part of M&T Bank, provides comprehensive wealth planning, investment management, and fiduciary services to business owners, individuals, families and nonprofits. We help clients protect, grow, and transition their wealth with customized
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