Our Talent

  • Connie Ciarico

    By William J. Prentice II, AWMA®, CFP®, CIMA®
    In November 12, 2014
    Marketing & Communications Specialist Connie designs many of our marketing materials, oversees client communications and organizes and publicizes client events. Prior to joining PWM in 2010, she was employed at Northwestern Mutual Financial Network as Compliance Coordinator. She is a native of Fairport, New York and resides there with her family.
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  • Rebecca Hilchey

    By William J. Prentice II, AWMA®, CFP®, CIMA®
    In November 5, 2014
    Director of Operations Rebecca supervises all aspects of daily operations, bookkeeping and manages client service at PWM. Prior to joining PWM in 2005, she worked closely with Bill at Westminster Financial. She began her career in the financial services industry in 1997 as an executive assistant with Northwestern Mutual Financial Network. She obtained her Notary Public license in 2014.  A graduate of Canisius College in Buffalo, she earned her Bachelor...
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  • William J. Prentice II, AWMA®, CFP®, CIMA®

    By William J. Prentice II, AWMA®, CFP®, CIMA®
    In November 4, 2014
    MANAGING PARTNER ACCREDITED WEALTH MANAGEMENT ADVISOR℠ CERTIFIED FINANCIAL PLANNER™ CERTIFIED INVESTMENT MANAGEMENT ANALYST® As founder and Managing Partner, William J. Prentice II leads the practice at Prentice Wealth Management, LLC (PWM) partnering with a select group of clients. In addition to providing the strategic direction, he also oversees the financial planning and investment management operations for the firm. Prior to establishing PWM in 2008, William served as Vice President...
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Info

Securities offered through Cadaret, Grant & Co., Inc., Member FINRA/SIPC
Advisory services offered through Prentice Wealth Management, LLC, an SEC Registered Investment Advisor. Prentice Wealth Management, LLC and Cadaret, Grant & Co., Inc. are separate entities.

Licenses

William J. Prentice II AWMA®, CFP®, CIMA® is licensed to transact securities business in the following states:

CA, CT, DC, FL, GA, HI, IN, MD, MA, MI, NJ, NY, NC, OH, OR, PA, RI, SC, TX, VA & WA.

Prentice Wealth Management, LLC (PWM) is a Registered Investment Advisor that is registered with the United States Securities and Exchange Commission (“SEC”) and is notice filed in the state of New York and Florida. PWM only provides investment advisory services in states where it is notice filed or where it qualifies for an exemption. Our Form ADV is available upon request.

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