Audrey Hennessy

"Aud"

Audrey works as an executive assistant to the Financial Representatives and provides customer service to clients. She processes annuity and mutual fund applications, rollover services, account transfers, insurance paperwork, withdrawal requests, and oversees day to day business tasks. She is also in charge of processing all 401k, SIMPLE and SEP IRA plan payments and loans. Clients come to her for online access to accounts, account requests and troubleshooting.

Audrey has worked alongside Gary, Brenda, Bob and Ron since 2015 and is a partner of Syracuse Wealth Management. She graduated from SUNY Cortland in 2012.