Pell Wealth Partners Team Profile | Ameriprise Financial

Your financial goals are individual, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and always in control of your financial life. Sign up for a complimentary initial consultation.

Sustainable and Responsible Investing
Retirement Planning Strategies
Women's Financial Strategies
Divorce Financial Planning
Executive Compensation and Benefit Strategies
Charitable Giving
Saving for Education
Investment Management
Intergenerational Planning
Wealth Preservation Strategies
Financial Strategies for LGBTQ Couples and Families
Estate Planning Strategies
Small Business

Geri Pell, Barron’s Top 100 Women Financial Advisors, 2009-2023
Geri Pell, AdvisorHub Advisors to Watch (over $1Bil), 2023
Pell Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2023
Geri Pell, Barron’s Top 1,200 Financial Advisors, 2014-2017, 2019-2023
Geri Pell, Barron’s Top 100 Independent Financial Advisors, 2020, 2023
Geri Pell, Ameriprise Chairman's Advisory Council, 2005-2022
Ziyah Esbenshade, Forbes Best-in-State Women Wealth Advisors, 2022-2023
Ziyah Esbenshade, Forbes Top Women Wealth Advisors, 2020-2021
Daniel Ahearn, Business Council of Westchester Rising Stars, 40 Under 40, 2021
Douglas Messina, Forbes Best-in-State Next-Generation Wealth Advisors, 2019

As a team, we volunteer at Feeding Westchester, a local organization that sources and distributes food, and other resources, to towns across Westchester helping to ensure that none of our neighbors are hungry.
Treehouse Shakers, an organization that brings dance and storytelling to children
World Pulse
UJA Federation of New York