Our
Team
Scott J. Zollo
President
Scott obtained his first FINRA securities license in 1990 and has worked for Accu-Vest Planning, Inc ever since. His educational background includes a Masters and a Bachelors degree in Finance from Rochester Institute of Technology as well as multiple securities licenses and insurance licenses. He is also a Charter Financial Analyst (CFA), one of the premier designations in Investment Finance. In 2000, he founded Core Alpha, Inc. to better use his educational background in managing portfolios for individuals and small businesses.
Contact info
585-235-3600 x2 (Phone)
855-235-3600 x2 (Toll Free Phone)
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Sean P. Collins
VP, Lead Analyst
Sean attended Niagara University where he earned both an Undergraduate degree in Economics & Finance as well as an M.B.A. in Finance. Mr. Collins has served as a Financial Analyst for the Institutional Sales Division of Citi Group. He now combines his many years of experience, as both a Financial Analyst and a Personal Financial Advisor, to assist his clients in the Rochester area meet their financial goals by designing sound, long-term well integrated financial plans. He is also President of S. P. Collins & Company, a tax preparation service. Mr. Collins is also a member or has served on the Board of Directors of the following organizations: The Rotary Club of Gates-Chili, The Gates-Chili Rotary Charities Foundation and the Gates-Chili Chamber of Commerce. He now combines his years of experience as a Financial Analyst to design and monitor financial models and portfolios.
Contact info
585-235-3600 x4 (Phone)
855-235-3600 x4 (Toll Free Phone)
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Terrance c. Collins
Senior Vice President
Terry is a life long resident of the Rochester area. He is a graduate of Aquinas Institute, St. John Fisher College and earned his Masters Degree at Nazareth College. In 1982, he joined Accu-Vest Planning, Inc. as a Financial Advisor. Since then, he has been involved in the training and supervision of other financial professionals. Drawing on his over thirty five years of experience in the financial industry, Mr. Collins capitalizes on his extensive knowledge and expertise in the areas of investments and insurance to bring his clients well diversified and integrated financial plans. He has been proud to serve as President and/or Board member of the following organizations: The Rotary Club of Gates-Chili, Gates-Chili Rotary Charities Foundation, Inc., Gates-Chili Chamber of Commerce, WHIC 1460 Radio and the Westside YMCA of Greater Rochester.
Contact info
585-235-3600 x3 (Phone)
855-235-3600 x2 (Toll Free Phone)
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Robert Brown JR.
Senior Associate
Robert is the newest member of our team. He has worked in the Securities Industry since 1998, with both Nationwide Securities and Mutual Funds Associates. Robert has worked with clients to help them achieve all of their financial goals with solutions designed to meet those goals. He now joins Accu-Vest Planning to put his years of experience to work designing and monitoring portfolio solutions to serve all his clients.
Contact info
585-698-4890 (Cell)
585-235-3600 x4 (Voicemail)