Colleen Sward | 1865 Wealth Advisors

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Check the background of this firm on FINRA’s BrokerCheck.

1865 Wealth Advisors Welcomes Glenn Jordan as Senior Investment Partner
308 words1.6 min read
Steve Shilling, Executive Vice President and Chief Wealth Management Advisor for 1865 Wealth Advisors, is pleased to announce the hiring of Glenn Jordan as Senior Vice President, Senior Investment Partner for 1865 Wealth Advisors at BankOnBuffalo.

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Smith Hired As Senior Vice President, Investment Partner
246 words1.3 min read
Steve Shilling, Executive Vice President and Chief Wealth Management Officer for 1865 Wealth Advisors is pleased to announce the appointment of Charles Smith, Senior Vice President, and Investment Partner for 1865 Wealth Advisors at ERIEBANK.

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1865 Wealth Advisors at BankOnBuffalo Opens Rochester Area Office
527 words2.8 min read
A ceremonial ribbon cutting today marked the opening of the 1865 Wealth Advisors at BankOnBuffalo office in the Town of Victor, NY. The new facility, located at 235 High Street Extension, is now home to a team of investment advisors who will work with Rochester area clients to develop customized asset management strategies that meet their goals and objectives.

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NOT FDIC INSURED | NOT BANK GUARANTEED | MAY LOSE VALUE | NOT GUARANTEED BY ANY FEDERAL GOVERNMENT AGENCY | NOT A BANK DEPOSIT

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Please note that not all of the investments and services mentioned are available in every state.

© Copyright 2024 | 1865 Wealth Advisors | All Rights Reserved

NOT FDIC INSURED | NOT BANK GUARANTEED | MAY LOSE VALUE | NOT GUARANTEED BY ANY FEDERAL GOVERNMENT AGENCY | NOT A BANK DEPOSIT

This site is designed for U.S. residents only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. The services offered within this site are available exclusively through our U.S. registered representatives. Securities America, Inc. and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.

Please note that not all of the investments and services mentioned are available in every state.

© Copyright 2024 | 1865 Wealth Advisors | All Rights Reserved

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