2508 Genesee Street
October 27-30, 2019 - Nashville, Tennessee
Bob & Stephanie attended the Advisor Group ConnectED 2019 conference
along with Bob's wife, Cindy.
While attending the Royal Alliance General Session, Bob was presented
with THE Compliance Excellence Award out of the 3000+ advisors
that make up Royal Alliance.
Stephanie and Bob accepted the award on stage from Dmitry Goldin,
President and Chief Executive Officer of Royal Alliance Associates, Inc.
The conference provided the opportunity to listen to keynote speakers
Dr. Joe Coughlin, Victoria Arlen, and Peyton Manning.
Bob, Cindy, & Stephanie had the privilege to enjoy an exclusive riverfront
concert featuring the legendary Charlie Daniels, Gretchen Wilson,
and Trace Adkins.
September 28, 2019 - Verona, NY
Bob & Cindy Watkins attended the New York International Wine Auction
to benefit ARC Herkimer. Next year will be the 25th anniversary and final
installment of this charitable event.
August 22, 2019 - Utica, NY
We all got together to celebrate Vincent Visconti's birthday a few days
early by surprising him with delicious chocolate goodies
from a local Italian bakery.
He celebrated his birthday day with family on August 25th.
Happy Birthday Vinny!
August 6, 2019 - Utica, NY
Our 2019 Spring & Summer intern, Trinity Critelli, was awarded a coveted
scholarship award presented by Nationwide. Trinity was selected to be the
recipient of the scholarship based on her essay response to the question
"A surprising percentage of Americans report that they would not be able to
come up with $1,000 tomorrow if needed. Why do you suppose so many
Americans live paycheck to paycheck & what can you do to be successful
in your financial well-being now and in the future?".
We have no doubt that Trinity will do great things as she starts her next chapter
as a Business Major at Mohawk Valley Community College with her sights set
on joining the investment world and put her essay answer into action.
Pictured: Nationwide representative, Trinity Critelli, & Craig Critelli (Trinity's dad)
July 14, 2019 - Utica, NY
Heather completed the Boilermaker 5k while her husband, Dave,
completed the 15k
Cheering them both on was their daughter Ariana
Stephanie completed the Boilermaker 15k
with a time of 1:43:00 - not too shabby for sitting out last year
being pregnant with baby # 3
Here she is at the post race party with friend Suzanna
June 29-31, 2019 - Wealth Management Symposium in Las Vegas
Vinny attended his first conference with Bob since joining the firm
and picked a great one! While there, Bob was able to grab this
shot of him while on an excursion to Red Rock Canyon.
He enjoyed the small group atmosphere and being able to learn
from panels of both new and seasoned consultants.
May 4th, 2019 - Spring Fling Shredding Event
Pictured are Robert Watkins, Emily Seelig, & Stephanie Osborn.
AGFS provided coffee & donuts while Confidata provided secure
on-site shredding exclusively for our clients.
Also, Stephanie coordinated a collection of goods in need to benefit the
CNY Veterans Outreach Center.
For more information regarding the CNY Veterans Outreach Center,
please visit http://www.ucdevelopment.org
Stephanie participated in the 2019 Heart Run & Walk on March 2nd.
She finished the 5 mile run along side her friends Jennifer and Joe as part of Team Jayden.
Bob and Cindy Watkins attended the New York International Wine Auction on October 6, 2018 to benefit ARC Herkimer. The wine auction raised a record gross this year.
Please welcome one of the newest members of the AGFS family!
Adriana Autumn made her arrival on August 27, 2018 born to Stephanie & Andrew Osborn
AGFS welcomed a new addition on June 3rd 2018 – Meet Ariana Rose Hawley weighing in at 5lbs 14oz
May 2018 - Vincent Visconti joins AGFS
May 11, 2018 – Bob’s big catch while conducting a review aboard client’s fishing boat.
March 23, 2018 - Heather has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use CERTIFIED FINANCIAL PLANNER™ AND CFP® certification marks in accordance with CFP Board certification and renewal requirements. For more about CFP Board, visit www.CFP.net.
Stephanie participated in the American Heart Association's Heart Run & Walk
with friends as part of Team Jayden on March 3, 2018 completing the 5 mile run
Heather and Bob (Bob not pictured) attended the Advisor Group W Forum in New Orleans, February 2018 – Heather was able to sneak away and visit the US Mint & Jackson Square
An expectant Heather (and baby) completed the Syracuse Half Marathon on November 12th 2017
AGFS Client Appreciation Event at Scenic View Campground - October 15, 2017
A group that paints and sips together, stays together.
Heather and husband Dave completed the 2017 15k Boilermaker on July 9th with a friend
Stephanie completed the 2017 15k Boilermarker with friend Jennifer.
Bob attended the New York State Capitol Day as an advisor representative with the Financial Services Institute coordinating with law makers to ensure best regulations geared towards protecting & servicing the investing public – Spring 2017
AGFS Client Appreciation Event at the Utica Zoo
Joe meets Colin Powell at the 2016 ConnectEd Conference - National Habor, MD
Joseph P. Viviano joins the AGFS Team - Fall 2016
Heather and Dave's Wedding! New York Mills, NY - July 16, 2016
Heather runs the 15K Boilermaker - July 10, 2016
Mama Mia! AGFS at the Stanley Theater - October 25, 2015
Heather runs her first half marathon - Saratoga Palio, September 20, 2015
If you happened to be at the Utica Boilermaker 2015 Post Race Party you may have seen our very own Emily Seelig and Stephanie Osborn. Emily completed her first Boilermaker 5k and Stephanie completed her 3rd Boilermaker 15k.
Heather E. Lawlor, MBA, passes the Series 24 General Securities Principal exam on February 4, 2015 as administered by the U.S. Financial Industry Regulatory Authority (FINRA). Being a General Securities Principal qualifies a registered individual to supervise or manage branch activities. The exam covers topics such as supervision of investment banking, trading, customer accounts, and the primary/secondary markets.
AGFS welcomes Alessandra Brielle Osborn on September 24, 2014 born to Stephanie and Andrew Osborn
Bob and Cindy Get Married! Cape Breton, Nova Scotia, July 22, 2012
Finish Line at the Boilermaker
AGFS at the CLS Investment Excelerate Conference - Omaha, NE, May 10, 2012
AGFS Welcomes Axel Bennington Walker, Born January 6, 2012 to Nathan and Erin Walker
AGFS Night at the Rink-Utica College Men’s Hockey, October 29, 2011
AGFS Welcomes Fiona Paige Watkins, Born June 9, 2011 to Brian Watkins and and Victoria Hendrix
AGFS Client Appreciation Night at Utica Curling Club, March 11, 2011
AGFS Express at the Adirondack Scenic Railroad, October 1, 2010
AGFS Welcomes Isabella Laurana Osborn, Born June 9, 2010 to Stephanie and Andy Osborn
William Read and David Read of Day, Scarafile, and Read join AGFS, Fall 2009,
AGFS Country Picnic at Piggy Pat’s, August 9, 2008
AGFS at Harts Hill Inn, August 4, 2007
Muscular Dystrophy Association Lock Up, July 2007