Bouchey Financial Group Ltd

Paolo La Pietra is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Bouchey Financial Group Ltd since 2018 and previously held positions at Morgan Stanley and KeyBank. Bouchey Financial Group manages approximately $1.4 billion for over 1,100 clients, serving individuals, high net worth households, retirement plans, trusts, estates, business entities, and charitable organizations. The firm offers wealth management and investment advisory services with a customized, long-term investment approach across various asset classes, and acts as a fiduciary on retirement accounts and plan services.

Steven Bouchey is a CFP® certificant with six years of industry experience and is affiliated with Bouchey Financial Group Ltd in Troy, NY. He holds the Series 63 and Series 65 licenses. The firm manages approximately $1.4 billion for over 1,100 clients, serving individuals, high net worth households, retirement plans, trusts, estates, business entities, and charitable organizations. Bouchey Financial Group offers wealth management and investment advisory services with a customized, long-term investment approach across various asset classes, and acts as a fiduciary on retirement accounts and plan services.

Martin Shields is a CFP® and holds a Series 65 license with 14 years of industry experience. He has been with Bouchey Financial Group Ltd in Troy, NY since 2012. Bouchey Financial Group manages approximately $1.4 billion for over 1,100 clients, serving individuals, high net worth households, retirement plans, trusts, estates, business entities, and charitable organizations. The firm offers wealth management and investment advisory services with a primarily long-term investment approach tailored to client objectives and risk tolerance.

John Millet is a financial advisor at Bouchey Financial Group Ltd in Troy, NY, holding a Series 65 designation with two years of industry experience. He previously worked at Bouchey & Clarke Benefits, Inc. for seven years before joining his current firm. Outside of advisory work, he spends part of his time involved in insurance sales. Bouchey Financial Group manages approximately $1.4 billion for over 1,100 clients, serving individuals, high net worth households, retirement plans, trusts, estates, business entities, and charitable organizations. The firm offers wealth management and investment advisory services tailored to client objectives and risk tolerance, utilizing a primarily long-term investment approach across various asset classes.

Catherine Buck is a CFP® professional at Bouchey Financial Group Ltd with one year of industry experience. Prior to joining Bouchey Financial Group, she held positions at Canton Potsdam Hospital and Key Bank NA. Bouchey Financial Group manages approximately $1.4 billion for over 1,100 clients, serving individuals, high net worth households, retirement plans, trusts, estates, business entities, and charitable organizations. The firm offers wealth management and investment advisory services with a long-term, customized investment approach and acts as a fiduciary for retirement accounts and plan services.

Vincenzo Testa is a CFP® professional with three years of industry experience, currently serving as an advisor at Bouchey Financial Group Ltd. Prior to joining Bouchey Financial Group, he held roles at KPMG LLP, BST & Co CPAs LLP, and Cusack and Company CPAs. In addition to his advisory work, he operates a sole proprietorship providing tax preparation and compliance services. Bouchey Financial Group manages approximately $1.4 billion for over 1,100 clients, serving individuals, high net worth households, retirement plans, trusts, estates, business entities, and charitable organizations. The firm offers wealth management and investment advisory services with a customized, long-term investment approach that includes a range of asset classes and fiduciary advice on retirement accounts.

Ryan Bouchey is a CFP® professional with four years of industry experience, currently serving at Bouchey Financial Group Ltd. He previously worked at New Age Wealth Advisors LLC and has a consulting role there advising on asset allocation and operational matters. Bouchey Financial Group manages approximately $1.4 billion for over 1,100 clients, providing wealth management and investment advisory services to individuals, high net worth households, retirement plans, trusts, estates, business entities, and charitable organizations. The firm’s investment approach is customized to client objectives and risk tolerance, focusing on long-term strategies with diversified allocations across multiple asset classes.

Harmony Wagner is a CFP® professional with four years of industry experience. She has been with Bouchey Financial Group, Ltd since 2016, following a brief tenure at Ballston Spa National Bank and prior roles at Roberts Wesleyan College. Bouchey Financial Group manages approximately $1.4 billion for over 1,100 clients, serving individuals, high net worth households, retirement plans, trusts, estates, business entities, and charitable organizations. The firm offers wealth management and investment advisory services with a customized, long-term investment approach across various asset classes and acts as a fiduciary on retirement accounts and plan services.

Samantha Masey is a CFP® professional with five years at Bouchey Financial Group Ltd and two years of industry experience. Prior to joining Bouchey, she worked at PetroSkills Oil and Gas Training for four years. Bouchey Financial Group manages approximately $1.4 billion for over 1,100 clients, including individuals, high net worth households, retirement plans, and charitable organizations. The firm offers customized wealth management and investment advisory services with a long-term focus, utilizing a range of investment vehicles and internal due diligence on Independent Managers.

David Clarke is a financial advisor at Bouchey Financial Group Ltd with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bouchey Financial Group since 2020, following eight years at Ayco, a Goldman Sachs Company. Clarke serves as a compensated board member of the Capital Hockey Association. Bouchey Financial Group manages approximately $1.4 billion for over 1,100 clients, including individuals, high net worth households, retirement plans, trusts, estates, business entities, and charitable organizations. The firm offers wealth management and investment advisory services with a customized, long-term investment approach across various asset classes and acts as a fiduciary on retirement accounts and plan services.

Scott Strohecker is a CFP® professional with one year of industry experience. He is currently an advisor at Bouchey Financial Group Ltd, where he has worked since 2023. Prior to this, he spent nine years at Capital Financial Services, LLC. Bouchey Financial Group manages approximately $1.4 billion for over 1,100 clients, including individuals, high net worth households, retirement plans, trusts, estates, business entities, and charitable organizations. The firm offers customized wealth management and investment advisory services with a long-term investment orientation across various asset classes.