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.

LPL Financial Form CRS

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

Syracuse Wealth Management and LPL Financial are separate entities.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.