Broker Check

Meet the Team

We take a team approach to working with you and your family. Our experienced professionals specialize in creating a plan that is fully customized for your specific situation.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

A.J. Amato, CPA, CFP®

CERTIFIED FINANCIAL PLANNERâ„¢

(518) 479-4600

(518) 479-4603

ajamato@lpl.com

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....

Read more

Ann Amato

Client Services Associate

(518) 479-4600

(518) 479-4603

ann.amato@lpl.com

In her role as Client Service Associate, Ann is responsible for all the day to day non-client office administration as well as assisting with client servicing. Prior to joining the firm in September 2016, Ann worked for over 30 years...

Read more

James I. Sullivan, II

LPL Registered Client Services Associate

(518) 479-4600

(518) 479-4603

j.sullivan@lpl.com

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, ....

 

 

Read more

Laurie Walter

Branch Operations Manager

(518) 479-4600

laurie.walter@lpl.com

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...

Read more