Novem Group
Dedicated Personal Financial Services
The team at Novem Group has the experience and skills required to thrive and evolve in an ever-changing industry. We have a diverse group of talented individuals, all with unique and valuable experience. Our commitment to the communities that we serve is matched only by our commitment to our clients.
Meet Our Team
- Adam Morgan
- Andy Gentile
Andy GentileWealth Advisor
CFP®, CLU, ChFC, CLF, CDFA®, AIF
Certified Financial Planner
561-623-5492
agentile@novemgroup.com
See Disclosures */*** - Anthony Simonetti
Anthony SimonettiFinancial Advisor
585-348-9540
asimonetti@novemgroup.com
See Disclosures */**/*** - Charles Herendeen
Charles HerendeenDirector of Group Retirement Plans
585-348-9549
cherendeen@novemgroup.com
See Disclosures */**/*** - Diana Lippa
- Gil Wood
- Jeremy Raco
- Laura Burgart
- Les Mendall
- Mackenzi Springer
Mackenzi SpringerRetirement Plan Specialist
585-348-9555
mspringer@novemgroup.com
See Disclosure * - Patrick Manuel
- Robert Hayes
- Stephen Roehrig
Stephen RoehrigFinancial Advisor
585-348-9517
sroehrig@novemgroup.com
See Disclosures */*** - Thomas Burke
Thomas BurkeInvestment Advisor Representative
585-419-2312
tburke@novemgroup.com
See Disclosure *** - Vince Palumbos
Vince PalumbosFinancial Advisor
585-348-9423
vpalumbos@novemgroup.com
See Disclosures */**/***
- Charles Ruff, CFA
- Stephen Mitchell
Stephen MitchellTrading & Operations Associate
585-348-9530
smitchell@novemgroup.com
See Disclosures */*** - Tim Gerlach
Tim GerlachSenior Business Development Representative
585-348-9425
tgerlach@novemgroup.com
See Disclosures *** - Thomas Lyons
- Annette Lee
- Betty Bartolotta
- Kim Kosko
Kim KoskoClient Service Associate
585-348-9542
kkosko@novemgroup.com
See Disclosures */*** - Krissi Cook
- Kristen Dupree
- Kristi Morgan
- Krystal Wentz
- Rosann Lill
- Tosin Deju
- Nat Garfield
- Robert Bartolotta
Robert BartolottaCEO / President
585-348-9521
rbartolotta@novemgroup.com
See Disclosures */**/***
- Amanda Esteves
- Andrew Miran
- Christopher Schaeffer
- Kaeri Carroll
- Melissa Stroyer
- Rebecca Allen
Rebecca AllenDirector of Client Services
585-348-9520
rallen@novemgroup.com
See Disclosure *
*Securities offered through American Portfolios Financial Services, Inc., Member: FINRA, SIPC.
**Advisory services and products offered through American Portfolios Advisors, Inc. an SEC-Registered Investment Adviser.
***Advisory services offered through Novem Group, an SEC-Registered Investment Adviser, which is independent of American Portfolios Financial Services, Inc. and American Portfolios Advisors, Inc.
Don’t hesitate to contact us at any of our locations; Rochester, NY, Jupiter, FL, and Atlanta, GA.
Rochester, NY Location
Novem Group
350 Linden Oaks #140
Rochester, NY 14625
P: 585-348-9525
F: 585-348-9513
E: info@novemgroup.com
Jupiter, FL Location
Novem Group
601 Heritage Dr #225
Jupiter, FL 33458
Atlanta, GA Location
Novem Group
11175 Cicero Dr #100
Alpharetta, GA 30022
Monday - Friday
8:30 AM - 5:00 PM
Saturday - Sunday
Closed
Securities offered through American Portfolios Financial Services, Inc., Member: FINRA, SIPC. Advisory services offered through American Portfolios Advisors, Inc. and/or Novem Group, SEC-Registered Investment Advisers. Novem Group is independent of American Portfolios Financial Services, Inc. and American Portfolios Advisors, Inc., and Novem Group is notice-filed in the following states: AZ, CA, CO, DC, FL, GA, IL, MD, MA, NE, NH, NJ, NY, NC, OH, PA, SC, TX, UT, VA. See individual’s bio page for applicable disclosures and firm affiliations.