Jeff Gelormini

Wealth Manager, Founding Partner

Throughout his career, Jeff has maintained his focus on helping people by making a difference in their lives. As a Wealth Manager since 2011, he thrives on helping clients make important financial decisions that allow them to achieve their long-term goals.

Before becoming a Wealth Manager early in his career, Jeff was the Tight Ends Coach, Assistant Offensive Line Coach, and Assistant Recruiting Coordinator at Albright College, giving him coaching skills that he still applies today. Jeff believes strongly in the importance of providing financial education for his clients to empower them to make sound and informed decisions.

“Work hard, show up early, be where you are” is Jeff’s motto, and he credits his parents for their guidance in his life.

He works with clients from all walks of life, primarily professionals who seek long-term financial solutions but gets the greatest satisfaction from constructing retirement income plans that create predictable, sustainable income.

Education

  • Ashland University educated with a major in Sport Management and Sports Communications and a minor in Business Administration
  • Series 6 and 63 registrations
  • Life Insurance licensed.

Born and raised in Western New York, Jeff now makes his home in Williamsville, NY, with his wife and children. Jeff loves spending time with his family - especially when they can get out on the water and go boating. He looks forward to walks with his dog, Bella and has been a season ticket holder with his dad for the Buffalo Bills for many years.