TIM FORTNER
Senior Vice President - Investments, Branch Manager
About Me
Meet Our Team
Tim Fortner
Senior Vice President - Investments
Branch Manager
Focus
"Your Life is filled with financial decisions. My role is to help you make the right financial decisions. To do so, I guide you through every phase of your financial life: from developing your wealth to achieve what is important to you, to transitioning assets to future generations. My associates and I team up with you and act in your best interest to ensure your long term financial success."
Background and Experience
Tim's daily goal is to help his clients succeed financially by being fully invested in their success. As a financial advisor and branch manager Tim brings nearly three decades of experience specializing in working with people in life's transitions. Tim assists clients in articulating their financial values and beliefs and understanding their concerns and motivations. He prides himself in teaming up with his clients to manage risks, create and help implement investment strategies and aligning their values and resources with their unique vision of a fulfilling life.
Tim holds multiple appropriate FINRA investment registrations, as well as a New York State Insurance license.
"Your Life is filled with financial decisions. My role is to help you make the right financial decisions. To do so, I guide you through every phase of your financial life: from developing your wealth to achieve what is important to you, to transitioning assets to future generations. My associates and I team up with you and act in your best interest to ensure your long term financial success."
Background and Experience
Tim's daily goal is to help his clients succeed financially by being fully invested in their success. As a financial advisor and branch manager Tim brings nearly three decades of experience specializing in working with people in life's transitions. Tim assists clients in articulating their financial values and beliefs and understanding their concerns and motivations. He prides himself in teaming up with his clients to manage risks, create and help implement investment strategies and aligning their values and resources with their unique vision of a fulfilling life.
Tim holds multiple appropriate FINRA investment registrations, as well as a New York State Insurance license.
Jennie Petrivelli
Senior Client Associate
Officer
Phone: 315.474.9241
Email: jennie.e.petrivelli@wellsfargoadvisors.com
Jennie has been in the Financial Industry for over 25 years as an Administrative Assistant. Taking pride in her efforts striving to provide excellent client service and working with our households and their individual needs. Fully understanding that each person’s primary focus is as individual, as they are.
Raised in New Jersey, relocating and raising her own family, here in Central New York. Jennie has been active locally with many actives as a branch leader for the Susan B Komen foundation, Delaware School yearly gifting program and other worthwhile activities. When not working she enjoy good movies, her friends and her growing family.
Raised in New Jersey, relocating and raising her own family, here in Central New York. Jennie has been active locally with many actives as a branch leader for the Susan B Komen foundation, Delaware School yearly gifting program and other worthwhile activities. When not working she enjoy good movies, her friends and her growing family.
Hope Zuccaro
Client Associate
Phone: 315.474.9230
Email: Hope.Zuccaro@wellsfargoadvisors.com
As a Client Associate at Wells Fargo Advisors Hope assists the financial advisor in supporting clients. Our team knows how important your finances are to you and Hope is available to help you with any questions or concerns that you have, no matter how big or small.
With over 10 years of experience in the finance industry, Hope has spent most of her career building relationships with clients and helping them navigate life’s twists and turns. She prides herself on going above and beyond for her clients and making them feel like family.
She has a B.S. in Business Administration from the University at Buffalo and currently holds FINRA Series 6 and 63, and Life and health insurance licenses.
Away from the office Hope enjoys spending time with her husband and two children.
With over 10 years of experience in the finance industry, Hope has spent most of her career building relationships with clients and helping them navigate life’s twists and turns. She prides herself on going above and beyond for her clients and making them feel like family.
She has a B.S. in Business Administration from the University at Buffalo and currently holds FINRA Series 6 and 63, and Life and health insurance licenses.
Away from the office Hope enjoys spending time with her husband and two children.