Joe D'Amico

Joe is passionate about helping clients take control of their financial future with confidence. He believes that thoughtful planning and financial responsibility are the foundation for long-term success, and he enjoys helping individuals and families navigate an ever-changing financial landscape.

With a Bachelor of Science in Corporate Finance and a Certificate in Accounting from St. John Fisher College, along with more than a decade of experience in the financial services industry, Joe brings both technical knowledge and a practical, client-focused approach to every relationship. 

A lifelong resident of the Rochester area, Joe enjoys attending car shows and spending time boating on the Finger Lakes.