Team profile

Personalized advice to help you achieve your goals

 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.

Areas of focus

  • 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

Awards & recognition

  • 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

Community participation

  • 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