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Agostino Coccia, Financial Advisor

FINANCIAL ADVISOR
Agostino V Coccia

2160 Penfield Road Suite 8, Penfield, NY 14526opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Corporate Executives
  • Entrepreneurs & Business Owners
  • Public Service Professionals
  • Military Professionals & Veterans
  • Not-for-profit Organizations
  • Domestic Partner Finances

About Agostino

Thank you for visiting my website. I look forward to learning more about you and how I can be of service in the near future. To learn about me, read below or call anytime.

I'm native to the Rochester area and graduated from Fairport High School in 1993. My story is one of passion for helping those in need. I spent much of my time (outside of school and related sports/clubs) as an amateur therapist or overachieving fundraiser participant.

At The University of Tulsa (TU), I continued this focus by serving as a peer educator/advocate and philanthropy chair and/or treasurer in several...

Work History

  • Edward JonesJuly 2024 to Current
  • Merrill Lynch, Pierce, FennerJanuary 2019 to May 2024

Education

  • Univ of Tulsa College of LawJuris Doctor
  • University of TulsaBachelor of Arts and Science

Personal Interests

  • Hiking
  • Sports Enthusiast
  • History and Museums
  • Trivia
  • Volunteering

Team Members

  • Beth Wolf
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(585) 377-4668

Fax

(866) 413-2760

Office Address

2160 Penfield Road Suite 8
Penfield, NY 14526opens in a new window

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