We consist of four Financial Advisors representing over $316 million in assets under management (as of June 30, 2020) for more than 500 clients. The group approach provides many benefits to the clients we serve. Our combined knowledge and experience allows us to utilize the strengths of each individual within the group. There are so many areas that affect an individual’s financial life (investment planning, tax-efficient strategies, retirement planning, estate planning strategies) that we rely on the group’s ability to gather information, analyze the impact it will have on our clients, and bring the relevant information to the client.
Wells Fargo Advisors Financial Network and Ace Financial Group Advisors are not legal or tax advisors.
Lori Ace Facinelli graduated from Rochester Institute of Technology with her Bachelor of Science degree in 1990. She obtained her series 7 securities registration in 1992 and her CIMA® (Certified Investment Analyst) designation from IMCA (Investment Management Consultants Association) in 2007. Lori Facinelli was listed in the June 2006 and June 2007 Barron's list of Top 100 Women Financial Advisors. The Barron's Top 100 Financial Advisor rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, length of service, quality of practice and client retention.
Greg Facinelli graduated from Clarkson University with his Bachelor of Science degree in 1988 and obtained his series 7 securities registration in 2005.
Don Hoyt graduated from Genesee Community College with his Associate of Applied Science in 1981 and further attended Jacksonville University. He obtained his series 7 securities registration in 1999.
Lisa Noonan graduated from St. John Fisher with her Bachelor of Science degree in 1993 and obtained her series 7 securities registration in 2003.