Craig Pesce, Cfp®
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Craig Pesce, Cfp® Email & Phone Number

Director of Wealth Advisors at Marshall & Sterling
Location: Beacon, New York, United States 8 work roles 3 schools
1 work email found @ms-wealth.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email c****@ms-wealth.com
LinkedIn Profile matched
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Current company
Marshall & Sterling
Role
Director of Wealth Advisors
Location
Beacon, New York, United States
Company size
483 employees

Who is Craig Pesce, Cfp®? Overview

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Quick answer

Craig Pesce, Cfp® is listed as Director of Wealth Advisors at Marshall & Sterling, a with 483 employees, based in Beacon, New York, United States. AeroLeads shows a work email signal at ms-wealth.com and a matched LinkedIn profile for Craig Pesce, Cfp®.

Craig Pesce, Cfp® previously worked as Director of Marshall & Sterling Wealth Advisors at Marshall+Sterling and Private Client Advisor, Vice President at Wilmington Trust- Wealth Advisory Divsion Of M&T Bank. Craig Pesce, Cfp® holds Certified Financial Planner, Financial Planning And Services from The American College.

Company email context

Email format at Marshall & Sterling

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*@ms-wealth.com
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AeroLeads found 1 current-domain work email signal for Craig Pesce, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Craig Pesce, Cfp®

Marshall & Sterling Wealth Advisors is a Registered Investment Advisory firm primarily focused on supporting out clients through their Life. Many of whom are at different stages of life and unsure how to be prepared for the certainty of uncertainty at different points on their journey . We have developed and refined a process to educate, support and guide you through your financial life through our Focused Life Plan (R). Our team works in a collaborative process to support you throughout your relationship with us and we look forward to serving you.

Listed skills include Retirement Planning, Financial Planning, Asset Management, Estate Planning, and 17 others.

Current workplace

Craig Pesce, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Marshall & Sterling
Marshall & Sterling
Director of Wealth Advisors
Beacon, NY, US
Website
marshallsterling.com
Employees
483
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Company profile
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8 roles · 28 years

Craig Pesce, Cfp® work experience

A career timeline built from the work history available for this profile.

Director Of Wealth Advisors

Current
Marshall & Sterling

Greater New York City Area

Series 7 held with LPL Financial, and Series 66 held with LPL Financial and Marshall & Sterling Wealth AdvisorsSecurities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through Marshall & Sterling Wealth Advisors, a registered investment advisor. Marshall & Sterling Wealth Advisors and Marshall & Sterling Wealth Management are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which I am/we are registered to do business, please visit https://www.ms-wealth.com/

Feb 2013 - Present

Private Client Advisor, Vice President

Wilmington Trust- Wealth Advisory Divsion Of M&T Bank

Developed long-term relationships with clients by providing comprehensive wealth advisory services to high-net worth business owners and professionals. Developed strategies for the creation, protection and efficent distribution of wealth- for both their businesses and their families.

Jan 2011 - Feb 2013

Wealth Advisor Vice President

M&T Bank
Jan 2010 - Dec 2011

Financial Advisor Vice President

M&T Bank
Mar 2001 - Feb 2010

Financial Advisor

Ubs Wealth Management
1999 - 2001 ~2 yrs
Team & coworkers

Colleagues at Marshall & Sterling

Other employees you can reach at marshallsterling.com. View company contacts for 483 employees →

CC Casey Combs Casey Combs Colleague at Marshall & SterlingWarrensburg, New York, United States View → LS Lorna Schipp Lorna Schipp Colleague at Marshall & SterlingPleasant Valley, New York, United States View → MN Matthew Norton Matthew Norton Colleague at Marshall & SterlingSchenectady, New York, United States View → YN Yannick Nicome, Clcs Yannick Nicome, Clcs Colleague at Marshall & SterlingUs Virgin Islands, Virgin Islands, United States View → LD Lynn Dehaan Lynn Dehaan Colleague at Marshall & SterlingDover Plains, New York, United States View → JC Jessica Cracchiolo Jessica Cracchiolo Colleague at Marshall & SterlingNew Windsor, New York, United States View → SD Steve Defilippo Steve Defilippo Colleague at Marshall & SterlingSaratoga Springs, New York, United States View → VR Vicki Rivera Vicki Rivera Colleague at Marshall & SterlingPoughkeepsie, New York, United States View → CW Charlene Witman Charlene Witman Colleague at Marshall & SterlingAlbany, New York Metropolitan Area, United States View → BF Brody Fontaine Brody Fontaine Colleague at Marshall & SterlingAmenia, New York, United States View →
3 education records

Craig Pesce, Cfp® education

Bachelor'S Of Science, Finance, Business Administration

Marist College

Activities and Societies: Varsity Soccer

FAQ

Frequently asked questions about Craig Pesce, Cfp®

Quick answers generated from the profile data available on this page.

What company does Craig Pesce, Cfp® work for?

Craig Pesce, Cfp® works for Marshall & Sterling.

What is Craig Pesce, Cfp®'s role at Marshall & Sterling?

Craig Pesce, Cfp® is listed as Director of Wealth Advisors at Marshall & Sterling.

What is Craig Pesce, Cfp®'s email address?

AeroLeads has found 1 work email signal at @ms-wealth.com for Craig Pesce, Cfp® at Marshall & Sterling.

Where is Craig Pesce, Cfp® based?

Craig Pesce, Cfp® is based in Beacon, New York, United States while working with Marshall & Sterling.

What companies has Craig Pesce, Cfp® worked for?

Craig Pesce, Cfp® has worked for Marshall & Sterling, Marshall+Sterling, Wilmington Trust- Wealth Advisory Divsion Of M&T Bank, M&T Bank, and Painewebber.

Who are Craig Pesce, Cfp®'s colleagues at Marshall & Sterling?

Craig Pesce, Cfp®'s colleagues at Marshall & Sterling include Casey Combs, Lorna Schipp, Matthew Norton, Yannick Nicome, Clcs, and Lynn Dehaan.

How can I contact Craig Pesce, Cfp®?

You can use AeroLeads to view verified contact signals for Craig Pesce, Cfp® at Marshall & Sterling, including work email, phone, and LinkedIn data when available.

What schools did Craig Pesce, Cfp® attend?

Craig Pesce, Cfp® holds Certified Financial Planner, Financial Planning And Services from The American College.

What skills is Craig Pesce, Cfp® known for?

Craig Pesce, Cfp® is listed with skills including Retirement Planning, Financial Planning, Asset Management, Estate Planning, Insurance, Investments, Investment Advisory, and Asset Allocation.

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