Page 64 - The Business Council of Westchester - Membership Guide 2021/2022

Categorical Listings
FINANCIAL WELLNESS DOESN'T HAPPEN BY ACCIDENT.
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Pell Wealth Partners specializes in:
Comprehensive Approach to Financial Planning Sustainable Responsible Investing
Estate Planning Strategies
Retirement Income Strategies
Executive Compensation and Benefit Strategies Divorce Financial Planning
BARRON'S TOP 100 WOMEN FINANCIAL ADVISOR 2009-2021
Geri Eisenman Pell, CFP, MBA, CDFA Private Wealth Advisor | Chief Executive Officer of Pell Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC
800 Westchester Avenue, Suite 300 Rye Brook, NY 10573
914.253.8800
pellwealthpartners.com
The Churchill
300 East 40th Street, Suite 28R New York, NY 10016
Pell Wealth Partners is a private wealth advisory practice of Ameriprise Financial Services, LLC. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and CFP (with plaque design) in the U.S. Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Barron’s listings are based on data compiled by many of the nation’s most productive advisors, which is then submitted to and judged by Barron’s. Key factors and criteria include: assets under management, revenue produced for the firm, regulatory and compliance record, and years of professional experience. Barron’s is a registered trademark of Dow Jones, L.P.; all rights reserved. This award is not indicative of this advisor's future performance. Neither Ameriprise Financial nor its advisors pay a fee to Barron’s in exchange for the ranking. Ameriprise Financial, Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney. The Compass is a trademark of Ameriprise Financial, Inc. Investment advisory services and products are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Ameriprise Financial Services, LLC, Member FINRA and SIPC. © 2021 Ameriprise Financial, Inc. All rights reserved.
FBO-Fixed Based Operations
Million Air
Roger Woolsey
136 Tower Road Hangar M
White Plains, NY 10604 713.640.4020 www.millionair.com
Financial Advisors
Altium Wealth
Jim Giangrande
2500 Westchester Avenue Suite 210
Purchase, NY 10577 914.777.2500 www.altiumwealth.com
Aspire Advisors, LLC
James Rank
661 North Broadway
North White Plains, NY 10603 877.760.3540 www.aspireadvisorslls.com
KM Capital Group
Robert F Blair, MBA
3010 Westchester Avenue Suite 200
Purchase, NY 10577 914.208.2121 www.kmcapgroup.com
Lyceum Financial Group LLC
Silvana Spinozzi
570 Taxter Road
Suite 349
Elmsford, NY 10523 914.332.4040 www.lyceumfinancial.com
Madison Planning Group- Rochelle Odesser, CFP Rochelle Odesser
4 New King Street
White Plains, NY 10604 914.328.8558 www.madisonplanning.com
Merrill Lynch
Anthony Shropshire
75 Rockefeller Plaza
New York, NY 10019 212.415.8841 https://fa.ml.com/new-york/ new-york/anthony-shropshire- associates/
Merrill Lynch
Lisa Keating-Gradilone
360 Hamilton Avenue
8th Floor
White Plains, NY 10601 914.682.6504 https://fa.ml.com/new-york/ white-plains/lisa-gradilone/
Merrill Lynch Wealth Management
Nessa Englebright 360 Hamilton Avenue 8th Floor
White Plains, NY 10601 914.682.5574 https://www.local.ml.com/ WHITE_PLAINS/
Strategies for Wealth
Kelley Biondi
800 Westchester Avenue N409
Rye Brook, NY 10573 914.288.8800 www.strategiesforwealth.com
The SKG Team at Barnum Financial Group
Chris Kampitsis
565 Taxter Road
Suite 625
Elmsford, NY 10523 914.372.2897 www.skgbarnum.com
True Abundance Advisors
Laura Rotter
500 Mamaroneck Avenue Suite 320
Harrison, NY 10528 914.222.0832 www.TrueAbundanceAdvisors. com
York International Agency, LLC
Robert Kestenbaum
500 Mamaroneck Avenue Suite 220
Harrison, NY 10528 914.376.2200 www.yorkintl.com
Financial Services
Altium Wealth
Jim Giangrande
2500 Westchester Avenue Suite 210
Purchase, NY 10577 914.777.2500 www.altiumwealth.com
Aspire Advisors, LLC
James Rank
661 North Broadway
North White Plains, NY 10603 877.760.3540 www.aspireadvisorslls.com
Apogee Wealth Advisors
Karen Roth
343 Manville Road
Suite 6U
Pleasantville, NY 10570 212.256.1235 www.apogeewealthadvisors. com
Bank of America
Michael Cappelli
360 Hamilton Avenue 2nd Floor
White Plains, NY 10601 914.313.5205 www.bankofamerica.com
Barnum Financial Group- Financial Planning & Business Consulting Division
David Goldwasser
565 Taxter Road
Suite 625
Elmsford, NY 10523 914.372.2922 www.GSFBarnum.com
BNY Mellon Wealth Management
Stephanie Giroux
701 Westchester Avenue
White Plains, NY 10604 914.289.3050 www.bnymellonwealthmanage- ment.com
Pell Wealth Partners
Geri E. Pell
800 Westchester Avenue Suite 300
Rye Brook, NY 10573 914.253.8800 www.pellwealthpartners.com
62 2021-2022 MEMBERSHIP AND RESOURCE GUIDE