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Trinity Critelli

Trinity Critelli

Financial Paraplanner

Trinity Critelli originally started with AGFS as an intern and is now currently working part time. She graduated in the top 10% of her class at Frankfort-Schuyler Central High School. She earned her Associate Degree in Business with a certificate in Finance from MVCC.  She just graduated in May 2023 with her Bachelor’s Degree in Finance and a minor in Accounting from SUNY Poly. In the Fall of 2023, Trinity will begin working on her MBA degree at SUNY Poly in Technology Management with a concentration in Business and Accounting. At this time, Trinity is working with AGFS Financial Advisors as a Financial Paraplanner and will shortly transition to being a full time advisor. She recently passed the Series 66 Licensing and had successfully passed both the SIE and Series 7 assessments previously. Trinity serves on the SUNY Poly Student-Athlete Advisory Committee and plays college softball. She is a member of their softball summer traveling team.