Skip to main content
menu

Important Disclosure | Disclosure Form CRS ADV 3 | Disclosure Form ADV 2A

  • Home
  • Who We Are
  • What We Do
    • Wealth Management Services
    • Tax and Business Services
    • Valicenti Insurance Services, Inc.
  • Resources
    • Insights
    • Financial Calculators
    • FAQ
  • Contact Us
  • Disclosures
    • Disclosure
    • Disclosure Form CRS ADV 3
    • Disclosure Form ADV 2A
  • Client Center
    • Client Login
    • Schwab Alliance

Our Team

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Valicenti Advisory Services, Inc. is engaged, or continues to be engaged, to provide investment advisory services.

Joseph M. Valicenti | President | Valicenti Advisory Services

Joseph M. Valicenti

President/CEO
valicentijm@valicenti.com
Jeff | Executive Vice President | Valicenti Advisory Services

Jeffrey S. Naylor

Executive Vice President/CFO/CCO
naylorjs@valicenti.com
Tracy L. | Vice President | Valicenti Advisory Services MA

Tracy L. Jenkins

Vice President of Operations
jenkinstl@valicenti.com
Daniel P. | Security Analyst | Valicenti Advisory Services

Daniel P. Burchill

Security Analyst
burchilldp@valicenti.com
Louis | Director of Research | Valicenti Advisory Services

Louis F. Ruize

Director of Research / Portfolio Manager
ruizelf@valicenti.com
Andrew S. | Security Analyst | Valicenti Advisory Services

Andrew S. Cartwright, FPQP®

Security Analyst and Trader
cartwrightas@valicenti.com
Samson D. | Investment Analyst | Valicenti Advisory Services

Samson D. Lin, CFA

Investment Analyst
linsd@valicenti.com
Sean M. | Investment Analyst | Valicenti Advisory Services

Sean M. Dwyer, CFA

Investment Analyst
dwyersm@valicenti.com
Gabriella | Investment Trader | Valicenti Advisory Services

Gabrielle J. Bohner

Investment Trader
bohnergj@valicenti.com
Molly L. Ray | Receptionist | Valicenti Advisory Services

Molly L. Ray

Receptionist
rayml@valicenti.com
Ann | Administrative Assistant | Valicenti Advisory Services

Ann S. Nolan, FPQP®

Administrative Assistant
nolanas@valicenti.com

Kelly S. Diehr, FPQP®

Administrative Assistant
diehrks@valicenti.com

Melissa B. Mickley, FPQP®

Administrative and Marketing Assistant
mickleymb@valicenti.com

Ann E. Connolly

Client Paying and Receiving
connollyae@valicenti.com

Theresa R. Stewart

Assistant Corporate Secretary
HR
Bookkeeper
stewarttr@valicenti.com

Jessica M. Brenzo

Business Services/Tax Specialist
brenzojm@valicenti.com

Eileen A. McDonald

Receptionist
mcdonaldea@valicenti.com

Nathaniel C. Adams

Business Services Associate
adamsnc@valicenti.com

Investment Office

400 East Water Street
Elmira, NY 14901

(607) 734-2665 or (866) 734-2665
info@valicenti.com

Tax and Business Services Office

447 East Water Street
Elmira, NY 14901

(607) 733-9022
F: (607) 734-6157
taxinfo@valicenti.com

Important Disclosure  |  Disclosure Form CRS ADV 3  |  Disclosure Form ADV 2A  |  Privacy Policy

© 2025 Valicenti Advisory Services, Inc. All rights reserved.