Our Team
Robert K Watkins, CFS, MRFC, BFA™
Financial Advisor
Bob is the President and Managing Executive of AGFS. He has been serving clients in the financial services industry since 1992. Bob studied at City College of Chicago and the University of Maryland, is a registered General Securities...
Heather E. Hawley, MBA, CFP®
Financial Advisor
Heather has been helping clients in the financial services industry since 2004 and focuses on working with state and public employees and with small businesses. Heather is a member of CLASS Advisors, a division of Advanced Group...
William B. Read, EA, CLU
Financial Advisor
Bill has been helping clients in the financial services industry since 1991 and focuses on tax planning. He has his BA in Accounting from Binghamton University. Bill is an Enrolled Agent, Chartered Life Underwriter, Notary Public, and...
Janice P. Williams, CFA, CPFA
Investment Analyst & Registered Assistant
(315) 733-3114
Jill M. Rotach
Operations Specialist
(315) 733-3114
Jill joined AGFS in October of 2020 bringing over 20 years of experience in the financial industry. She is not currently registered with Royal Alliance Associates. A graduate of Oneida High School, she currently resides in Rome...
Gabrielle E. Cafalone
Financial Paraplanner
Trinity R. Critelli
Financial Paraplanner