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Utica Branch
Branch Location And Profile
Dean A. Wallace
Senior Vice President - Wealth Management
Branch Manager
106 Business Park Drive
Utica, NY 13502
tel: 315-797-2000
toll free: 800-443-5450
fax: 315-792-1222
Email Us
hours:
M-F  8:00  -  5:00
Advisors
David Chlus
Senior Vice President - Wealth Management
Jeffrey T. Jones
Vice President - Wealth Management
Financial Planning Specialist
Senior Investment Management Specialist /
Financial Advisor
Sam F. Berardino, III
Financial Advisor
Financial Planning Specialist
Scharf / Bevivino Group
Andrew Bevivino
First Vice President - Wealth Management
Portfolio Manager / Financial Advisor
David R. Scharf
Senior Vice President - Wealth Management
Portfolio Manager / Financial Advisor
Financial Planning Specialist
Mark J. Leogrande & James A. LaPaglia
Matthew Sohns
Vice President - Wealth Management
Financial Advisor
Financial Planning Specialist
Dennis F. Hooks
Financial Advisor
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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