Financial Advisors in Albany, NY
3 Atrium Dr
Suite 265
Albany, NY 12205
Focus Partners Wealth is your locally based investment advisor in Albany, NY - but we’re also so much more. Our advisors provide financial planning that revolves around your personal values, goals, motivations, and priorities. Located in the heart of New York’s Capital District and minutes from the banks of the Hudson, we are your neighbor and financial partner passionate about helping you with every aspect of your financial life.
Focus Partners Wealth is a trusted registered investment advisor offering personalized wealth management and financial planning services in Albany, NY. We help our clients take control of their financial future through innovative solutions and a strategic, comprehensive approach to financial planning. Our dedicated local team provides advice tailored to your financial goals and is backed by the extensive capabilities and resources of our nationwide network. We aim to be a cornerstone for financial stability in the neighborhoods we serve, committed to helping our clients thrive.
Let our wealth advisors find ways to create new possibilities for you. Take the first step and connect with an advisor today.
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Your Albany Team
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Barnaby Bullard
CFP®
Senior Wealth Advisor
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Kollin Allard
CFP®, CRPC®, SE-AWMA℠
Senior Wealth Advisor
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Edward McCarthy
MBA
Senior Wealth Advisor
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Christine Suozzi
CFP®
Senior Wealth Advisor
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Toby Potterton
CRPC®
Senior Wealth Advisor
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Robert Palmer
CFP®, RICP
Senior Wealth Advisor
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Thomas McGrath
CFP®
Wealth Advisor
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Mark Pelersi
CFP®
Associate Wealth Advisor
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Rachel Soka
CFP®
Associate Wealth Advisor
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Connor Wiggins
CRPC®
Associate Wealth Advisor
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Greg Britton
CRPC®, ChFC®, CLU®, CASL®
Managing Director, Advisory Leadership Team
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Jessica Bender
Client Service Lead
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Danielle Jolin
Senior Operations Manager
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Shari Buthfer
Tax Manager
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Philip Estes
Lead Portfolio Trader
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John Heslin
Senior Investment Strategist
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Lisa Britton
Manager of Office Support
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Jeffrey Darien
Regional Vice President
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Troy Donahue
Associate Vice President
Enjoy some of our latest resources
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August 25, 2026
Is AI a Bubble?
Is AI a bubble or the next major market shift? In this Focus Perspectives video, Kevin Grogan examines both sides of the debate.
Watch the video -
August 24, 2026
Monthly Investment Commentary: August 2026
In economic terms, a “bubble” occurs when prices for something like stocks or technology go up quickly, often beyond their true value, then ultimately crash (or burst) when investors recognize prices aren’t in line with value and attempt to quickly sell.
Read the article -
August 17, 2026
What to Expect During Your First Meeting With a Financial Advisor at Focus
Not sure what to expect when meeting with a financial advisor for the first time? Learn how to prepare, what to bring, which questions may come up, and how to decide whether the advisor is the right fit.
Read the article