120 years after Annie Edson Taylor became the first person to successfully go over Niagara Falls in a barrel, the Finger Lakes region is abuzz again today over a comparable feat of courage and daring. Well not quite…but Farpointe is nonetheless very pleased to announce that Shelly and Ed Terzolo have taken the plunge and are joining our growing community of advisors.
Terzolo Financial Group, with headquarters near Syracuse, New York, was founded in 1996 as a small accounting firm with Ed working from home on the dining room table. Shelly joined the firm in 2002 and together they have developed a successful wealth management practice with over $50 million in assets.
In joining Farpointe after nearly 20 years at their prior firm, Shelly and Ed told us they were looking for an enhanced level of advocacy and support in operating and growing their business, and for a connection to a community of like-minded professionals. Through their affiliation with Farpointe they hope to be able to get back to their primary objective, which is focusing on their clients.
Shelly and Ed have resided in the Syracuse area their entire lives, and currently live in a house that captured their hearts during their first date in 1976. They will be celebrating their 40th anniversary in September along with their four sons, three grandsons and a granddaughter on the way who will be the first female born into the Terzolo family in 67 years (we’re guessing she might be just a little bit spoiled)!
To Shelly, Ed and the rest of the amazing team at Terzolo Financial Group, welcome to the Farpointe family!
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Farpointe Wealth Partners is an exclusive community of client-centric financial advisors focused on growth through collaboration and shared vision. If you’re interested in learning more about how Farpointe can help you grow your practice and have more fun doing it, please feel free to contact us at firstname.lastname@example.org.