Fieldstone Private Wealth

Our Practice strives to be committed to integrity, quality, and service. We believe clients will experience changes throughout their lives. Our team looks to relate our experiences to help guide you and your family through these transitions in your journey.


Advisors

Mark E Woodward, Private Wealth Advisor serving the Batavia, NY area - Ameriprise Advisors

Mark E Woodward

CFP®, CLTC®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Mark E Woodward's website
Normand R Fluet Jr, Financial Advisor serving the Batavia, NY area - Ameriprise Advisors

Normand R Fluet Jr

CRPC®, CLTC®, APMA®

Financial Advisor

Business Financial Advisor
Visit Normand R Fluet Jr's website
Holden Borrelli, Financial Advisor serving the Batavia, NY area - Ameriprise Advisors

Holden Borrelli

APMA®

Financial Advisor

Visit Holden Borrelli's website

Team

Katie Neff

Katie Neff

Operations Manager

Qualifications

  • Bachelor of Science, Organizational Management, Keuka College.

Roles & Responsibilities

  • Katie manages the behind the scene items that help to make our practice function daily.
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Lee Mulcahy

Lee Mulcahy

Client Service Specialist,

Paraplanner

Qualifications

  • Bachelor of Arts, St. Lawrence University
  • Series 7, Series 31, Series 66

Roles & Responsibilities

  • Our financial planning specialist who works closely with all planning clients.
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Mindy Kilby

Mindy Kilby

Client Service Coordinator,

Paraplanner

Personal Intro

Mindy has been with our practice for over 13 years.

Qualifications

  • Bachelors of Science Business Administration, State University of New York at Buffalo, 2007
  • Series 7, Series 63

Roles & Responsibilities

  • Mindy manages all client forms and paperwork.
  • Mindy can help you register for the secure site and view items online.
  • Helps to plan client events throughout the year.
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Sandra Mullen

Sandra Mullen

Administrative Assistant

Personal Intro

Sandra schedules appointments for Financial Advisors at the Batavia Office. Call her to set up or a change an appointment.

Roles & Responsibilities

  • Sandy manages scheduling for Scott & Mark. She is the main face that you see when you visit our Batavia office!
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Karie Woodward

Karie Woodward

Office Manager

Roles & Responsibilities

  • Karie coordinates the scheduling for Normand. She manages the Brockport office.
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Connor Mulhern

Connor Mulhern

Client Service Specialist

Personal Intro

College: St. John Fisher College

Majors: Accounting and Economics

Qualifications

  • Licenses: Life Accident and Health, Series 7, Series 66

Roles & Responsibilities

  • Connor assists the financial advisors with meeting prep and follow up. Works with clients to keep their data updated and helps to do the investment research team at FPW.
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Laura Acciaio

Laura Acciaio

Client Service Manager

Personal Intro

Nazareth College – BS in Business Administration

Nazareth College – MS in Business Management

Qualifications

  • Licenses – Series 66, 7 and Life and Health

Roles & Responsibilities

  • Laura manages our Client Service Specialist team at FPW. She helps with new client on boarding and coordinates estate settlements.
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Eric Wheeler

Eric Wheeler

Intern,

Client Service Specialist