Representatives

Craig Fitzpatrick

Craig Fitzpatrick

Financial Consultant

Toll-free: 800-811-5620 x8088
Phone: 315-207-8088

Email: cfitzpatrick@ae.cadaretgrant.com

Craig is a Financial Consultant who helps clients of all ages to prepare for lifelong financial success. What Craig enjoys most about his work is helping people retire comfortably. People who know him can always count on his knowledge and ability to implement resources.

Craig is a 2006 graduate of St. John Fisher College. In his spare time he enjoys sports and spending time with his family and friends. Craig is actively involved in the Fulton Kiwanis Club, where he currently serves as the club's treasurer.

Estella Taylor-Greene

Estella Taylor-Greene

Financial Consultant

Toll-free: 800-811-5620 x8091
Phone: 315-207-8091

Email: etaylor-greene@ae.cadaretgrant.com

Estella is a financial consultant with nearly two decades of industry experience. Working primarily in the Onondaga County market, Estella helps individuals, families, and businesses meet their financial objectives, wealth accumulation, income or wealth distribution strategies, and asset protection.

Estella maintains a B.S. degree in Applied Social Science with a concentration in Business Management from Binghamton University. In her free time, she enjoys mentoring young girls, reading, and traveling throughout the country with her family to attend jazz festivals. She is currently a board member for the CNY Jazz Arts Foundation.

Stacy Morse

Stacey Morse

Administrative Assistant

Toll-free: 800-811-5620 x8066
Phone: 315-207-8066

Email: smorse@ae.cadaretgrant.com

Stacey joined Pathfinder Investment Services as an Administrative Assistant in August of 2014. She began her career at Pathfinder Bank a few months prior as a Customer Service Representative at our Plaza Branch. Prior to that, she spent 4 years working as a district staff and auditor for Stewart Shops. Stacey coordinates Pathfinder Bank Investment Services workflow by managing client interaction, handling data management, and assisting with event planning. Stacey lives in Oswego with her husband and two children. In her spare time, she volunteers for Pop Warner Cheerleading.

NOT FDIC INSURED * NO BANK GUARANTEE * MAY LOSE VALUE

Securities offered through Cadaret, Grant, & Co., Inc, MEMBER FINRA/SIPC. Insurance products offered through Finger Lakes Investments Corporation (FLIC). Cadaret, Grant, & Co. and FLIC are not affiliated with Pathfinder Bank, its affiliates, divisions, or subsidiaries. OSJ office: FLIC 1169 Pittsford Victor Rd, Suite 230, Pittsford, NY 14534. (585) 389-0326.