CONNECT

Address:

1404 Sweet Home Road, Suite 9
Amherst, NY 14228

Phone:

(716) 817-6425

Fax/Other:

(716) 313-1754

Our Qualifications

Adrienne has enjoyed a long and successful career in financial services.  She has been a Bank Manager, a Trust Officer, an Investment Advisor Representative and Financial Planner in the Buffalo area since 1978. In addition to her extensive investment and planning experience, Adrienne has taken special training in divorce financial planning and Collaborative Law.



 

 

 

Qualifications

http://youtu.be/sWgZO2QbdQ8

  • Certified Financial Planner
  • Certified Divorce Financial Analyst
  • Investment Advisor Representative
  • Certified in Long Term Care
  • Licensed to sell Life & Health Insurance in New York and Massachusetts
  • Licensed to offer securities products in New York and Massachusetts

Organizations

  • Executive Board, Jewish Family Service
  • Board of Directors, Girl Scouts of WNY; Finance Committee
  • Coach, Canisius College Center for Women in Business 2008-2009
  • Financial Service Professionals of WNY
  • President, WNY Collaborative Law Professionals, LTD

An experienced financial professional, Adrienne specializes in working with people in these areas:

  • Helping couples and individuals going through divorce reach a workable settlement that can fulfill their current and future needs; working with family law attorneys, mediators and in the collaborative law process.
  • Providing ongoing wealth management and asset protection services to help take the stress out of finances and investing.
  • Present  financial management workshops on-site AT THE WORKPLACE  to educate and inform both management and staff.
  • To assist people in times of transition - job change or loss, retirement, marriage and divorce, widowhood, senior care issues - to implement better financial decisions for now and the future.
     

ADRIENNE ROTHSTEIN GRACE
CFP, CLTC, CDFA
(716) 691-8207
agrace@davisfinancialservice.com

Check the background of this investment professional on FINRA's BrokerCheck.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck