Rochester: 585.473.3590
Batavia: 585.344.1850
Lockport: 716.304.2102

Jeanine Drake

Client Services Associate


Direct: 585.340.2216

FINRA's BrokerCheck

Jeanine has 15 years of experience in the financial industry, including 5 years as a Client Associate and 10 as a Fixed Income Trader/Sales Associate. She holds a Series 11 License, designation as Registered Para Planner RP® and Notary Public Certification.

Jeanine resides in Pittsford with her husband and 3 children. In her spare time, she enjoys painting, and spending time with her family.

We provide advice and direction that comes not just from market expertise and experience, but from listening to you, our client. We place you at the center of your financial plan.

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