Frank Torelli

I started in the investment industry in 1997 and have learned a great deal about helping families work towards, manage and transfer wealth.  The process starts with a clear understanding of what is most important to you.

I have the tools available to help you address a variety of financial needs; whether it is an insurance review, aiming to increase the return on your money or establishing a comprehensive retirement plan.  I believe in the philosophy of providing the highest level of personal financial services in a friendly, professional manner. I will help you understand your options and help you make a decision that is right for you.

Prior to coming to Ithaca, I held positions as AVP, Financial Advisor at Morgan Stanley and VP in the Personal Financial Services division of JP Morgan Chase. I hold Series 7 and 63 securities registrations through LPL Financial, as well as insurance licenses.  I look forward to helping you pursue your financial goals.

Personal Bio

As a lifetime New York State resident, I moved to the Ithaca area in 2005 from New York City.  I reside here with my family, pet boxer, and two cats. I enjoy camping, traveling, reading about history, and spending time with my family. I have also completed two NYC marathons.