Amanda Esteves
Wealth Advisor

585-348-9526
aesteves@novemgroup.com
Affiliations & Disclosures */***

Amanda joined Novem Group in September of 2008 as the Executive Assistant to the CEO, Robert Bartolotta. Over the years, she has supported financial advisors with their practices at Novem Group and has been involved in the firm’s overall operations and compliance. Amanda began supervising advisors in 2013 and led the compliance department as CCO from 2019 to 2024. She has since decided to focus on financial planning for local individuals and small business owners. It was a difficult decision to move on from the CCO position as that achievement was one that Amanda is very proud of. The migration to advising individuals originated from her strong dedication to help people and genuine ambition to make a difference in their financial success. With experience in both the customer service and fiduciary elements of financial planning, Amanda brings a fresh, well-educated perspective.

Amanda holds the SIE, Series 4, 7, 24, 63, and 66, and is currently pursuing the CFP® certification.
Amanda lives in Rochester, NY with her husband and two daughters. Outside of the office, Amanda enjoys trying new recipes and traveling with her family.