Financial Planning Assistant
Tori Wilson joined the team in the fall of 2017 as a Financial Planning Assistant. Tori provides administrative and support functions to the team of Cynthia Vance and Christopher Marks. In addition, Tori is responsible for ongoing maintenance of client accounts and customer service support. Since becoming a member of the firm, she has obtained her Life, Accident and Health Insurance license along with the series 6 and 63 securities licenses.
Tori attended the University at Buffalo, where she completed her BA in Sociology in 2012. Tori has worked in hospitality throughout her career and, therefore, is experienced in sustaining client satisfaction.