A.J. Amato, CPA, CFP®
CERTIFIED FINANCIAL PLANNER™
(518) 479-4603
A.J. began his career in 1982 and has over 30 years of financial services experience, including long careers with one of the largest banking institutions in the U.S. and a renowned certified public accounting firm. He established A.J....
James I. Sullivan, II
LPL Registered Client Services Associate
(518) 479-4603
In July 2015, Jim joined A.J. Amato Wealth Management as a Client Services Associate. In his position, Jim is responsible for assisting A.J. with the development of comprehensive financial plans, investment research, ....
Laurie Walter
Branch Operations Manager
Laurie was hired in November 2012 as an Administrative Associate to help maintain quality client services in our ever growing firm. Prior to joining A.J. Amato Wealth Management, Laurie worked 16 years for a family business in an...