COUGHLIN CHESNA FINANCIAL GROUP - Key Persons
Job Titles:
- Senior Registered Client Associate / Assistant Vice President
Annette has built her career based on service and dedication to helping her clients meet their financial needs. She thrives on cultivating close personal relationships with clients.
She believes in delivering impeccable personal service. Each day she ensures that clients' administrative and operational needs are handled accurately and efficiently.
Annette is responsible for handling the day- to-day administration of accounts, including the opening of new accounts, updating existing account information, managing account and fund transfers and answering questions regarding statements.
Background and Experience
Annette has more than 20 years of experience in the financial services industry.
She earned two Associates Degree from SUNY Broome College one in Financial Services and one in Marketing.
Grady Coughlin is dedicated to helping individuals and businesses develop financial and investment strategies that align with their individual needs, goals, and risk tolerance. His mission is to provide every client with targeted, comprehensive financial advice and portfolio management ideas - delivered with the highest level of personal service and professional integrity.
Job Titles:
- Financial Advisor
- Senior Vice President - Investments
Joseph Chesna has been a financial advisor in the Greater Binghamton area since spring 2015. He focuses his time on working with a select group of clients and businesses. He helps clients with wealth accumulation strategies, retirement planning, risk management and wealth transfer. For businesses, he has extensive experience in retirement plan design & administration. Joe is part of the Coughlin & Chesna Financial Group of Wells Fargo Advisors.
Job Titles:
- Managing Director - Investments
- Professional Financial Advisor
Kevin Coughlin has been a professional financial advisor in the Johnson City area for the past 20+ years and focuses his time on a select group of clients.
An industry veteran, Kevin is conservative, goal oriented and fully invested in his clients. He believes real strategies require planning, discipline and common sense. For him, exceptional working relationships are based on mutual respect and dialogue; a collaborative exchange and thorough examination of needs, desires and goals.
Job Titles:
- Financial Advisor
- Financial Advisor / Senior Vice President - Investment Officer
- Financial Advisor / Senior Vice President - Investments
Mark provides comprehensive investment planning. If a working relationship is developed, he can work with you to help achieve your goals.
Background and experience
Mark Saroka has been a financial advisor in the Greater Binghamton area for the last 28 years. A graduate of Penn State University, he focuses on helping his clients and their families achieve and enjoy financial security.
Mark began his career with Dean Witter in 1996. While there, in addition to being a financial advisor, he spent time as the Assistant Branch Manager. In 2004, Mark moved to Northwestern Mutual where he continued to work with his clients and other financial representatives in growing their businesses as an Investment Specialist. Mark maintains the General Securities Representative Series 7, the General Securities Sales Supervisor Series 9 and 10, the Futures Managed Funds Series 31, the Uniform Securities Agent - State Law Series 63, and the Uniform Investment Advisor Law Exam Series 65 registrations.
Mark is licensed in Life, Accident and Health Insurance for variable contracts and Long Term care. He adheres to a professional code of ethics, fulfilling annual continuing education requirements to remain aware of current planning strategies and financial trends.
Having grown up working in family businesses, one of the greatest tenets that was instilled in her was "the customer is always right and comes first". As a Client Associate, Susan still believes this but has changed the phrase to, "It's all about the client and what is right for them." Providing the best customer service possible, being accurate with information, and making clients know they're important builds a client's confidence in you and your team.
Background and Experience
After graduating from college, Susan spent much of her career in the public relations field working for local organizations including the BC Pops, the Broome County Chamber of Commerce, Binghamton University and WSKG Public Broadcasting. Entering the world of finance in 2003, she started at First Investors Corporation as an Inside Sales Assistant and has called Wells Fargo Advisors home since 2020.
She earned a bachelor's degree in Communication from the University of Scranton, and a degree in Music Theory and Composition from Broome Community College.