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Tim Fortner
Senior Vice President – Investment Officer
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 help 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.
William Schick
Financial Consultant
Senior Vice President – Investment Officer
on investments as well as the need not to panic. If together we have developed a properly allocated
portfolio that can stand the test of time (and market volatility) then we need not listen to the “noise”
from the media or other well meaning, but not always well informed, alarmists. I always have a desire to
help in my community. This has been as varied as serving lunch at the Rescue Mission to being on local
Boards for various non-profits. I graduated from Arizona State University with a Bachelor of Science
degree in Business Administration and Marketing. I have clients in several states, mostly in California and
New York. Lately you’ve probably seen the words “Wealth Management” more and more. It seems to be
a catch-all phrase for all things that have to do with investments. In my opinion wealth management
means much more than your financial assets. To me it means managing and helping achieve your goals in
life, your hopes and dreams, your legacy, as well as managing your fears.
Contact me if you'd like me to help you develop strategies for pursuing your financial goals.
Hope Zuccaro
Senior Registered Client Associate
Email Address
Hope.Zuccaro@wellsfargoadvisors.comPhone Number
(315) 474-9230As a Senior Registered Client Associate at Wells Fargo Advisors, Hope is a steady point of contact clients can rely on. She works closely with the team’s financial advisor to ensure every client receives thoughtful, attentive support—whether they’re navigating a major life event or simply need help with day‑to‑day account questions. Clients know they can count on Hope not just for answers, but for advocacy, clarity, and a reassuring presence.
With more than a decade of experience in financial services, Hope has built her career on strong relationships and a proactive, detail‑oriented approach. She is genuinely invested in the families she serves and strives to ensure every client feels understood and supported throughout their financial journey.
She holds a B.S. in Business Administration from the University at Buffalo, along with FINRA Series 6, 63, 65, and 7 registrations and life and health insurance licenses.
Outside the office, Hope enjoys spending time with her husband and two children and values the balance that family life brings.