Our Team

Robert K Watkins, CFS, BFA™

Financial Advisor

Bob is the President of AGFS and has been serving clients as a Financial Advisor since 1992. Bob studied at City College of Chicago and the University of Maryland, is a registered General Securities Principal (Series 24)

William B. Read, EA, CLU

Financial Advisor

(315) 733-1010

Bill@AdvancedGroupFS.com

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...

Jill M. Rotach

Operations Specialist

(315) 733-1010

(315) 733-3114

Jill@AdvancedGroupFS.com

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...

Janice P. Williams, CFA, CPFA

Investment Analyst & Registered Representative

(315) 733-1010

(315) 733-3114

Janice@AdvancedGroupFS.com

Janice Powers Williams graduated with a BS, Magna Cum Laude from Utica College of Syracuse University and immediately went to work in the financial services industry. Janice is a Chartered Financial Analyst Charter Holder and Certified...

Jane Lampert

Operations Specialist

(315) 733-1010

Jane@AdvancedGroupFS.com

Jane joined AGFS in September of 2024 bringing 15 years of financial services experience to the team. She is not currently registered with Commonwealth Financial Network. A graduate of Ilion High School, she received an associate’s...

Adam Green

Associate Advisor

3157331010

(315) 733-3114

adam@advancedgroupfs.com

Adam is an Associate Advisor at AGFS and is dedicated to helping clients build confident, well-structured financial futures. Adam holds his MBA in Business Administration with a concentration in Finance from Binghamton University and...

Herb Perkins

Registered Service Representative

518-272-3105

herb@advancedgroupfs.com

Herb has been in the financial planning industry for the last 23 years with the prior 20 years working at Goldman Sachs. While at Goldman Sachs he helped advise senior corporate executives and high net worth individuals regarding...

Lynn Krill

Registered Assistant

518-272-3105

Lynn@advancedgroupfs.com

Lynn studied at SUNY and Siena College for her accounting degree and has worked in financial services, tax preparation and accounting since 1979. She is a Registered Tax Preparer and holds her FINRA Series 7 and 66 licenses and holds a...

Pamm Kuhl

Financial Advisor

518-272-3105

pamm@advancedgroupfs.com

Pamm has been active in the financial services industry for over 40 years and currently holds her FINRA Series 24, 7 and 66 registrations. She enjoys the long-term relationships and friendships that have been established with her...