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Tiffany Soricelli

Tiffany Soricelli

Associate Wealth Advisor

Favorite quote: We are what we repeatedly do. Excellence, therefore, is not an act, but a habit. -Aristotle


Tiffany helps her clients identify and create a strategy in support of their personal, professional, and financial goals. As an Associate Wealth Advisor, she has a passion for working with busy, career - oriented women and their families.

She has a Bachelors and Masters degree from SUNY Potsdam where she majored in Business and Vocal Performance. She holds securities registrations Series 6, 7, 63, 65, Securities Industry Essentials (SIE), and is licensed in Life, Accident & Health Insurance.

After a decade of nonprofit management and fundraising experience, Tiffany came to the financial industry in 2015 with a desire to help more people take control of their finances and create a lasting impact through legacy planning. As an educator, accountability partner, and collaborative advisor, she supports her clients in the creation of a holistic financial strategy tailored to their needs.

When not working, Tiffany enjoys singing, hiking, travel and spending quality time with her husband Robert, and their children Juniper and Rory.

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