Lori Ace Facinelli

Background

About Lori Ace Facinelli

By focusing on each investor's specific needs, I develop strategies that help clients reach their financial goals. I have worked as a Financial Advisor with individual investors since 1991. I have been recognized as a Platinum Council Advisor from 2011 to 2024. The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures. Before joining Wells Fargo Advisors Financial Network in 2011 and establishing Ace Financial Group, I was Senior Vice President for Morgan Stanley, my employer of 16 years. I hold a bachelor’s degree in finance from Rochester Institute of Technology. My mission is to provide every client with targeted, comprehensive financial advice and portfolio management - delivered with the highest level of personal service and professional integrity. My husband and I live in Pittsford with our son, Ryan. Away from the office, I enjoy being involved with the athletic teams and activities that our son participates in. Please contact me by e-mail (lori.facinelli@wfafinet.com) or by phone (585-270-5171). I cannot respond to messages through LinkedIn. This information is intended for use by residents of AZ, CA, CO, CT, FL, GA, IA, ID, KY, MA, MD, ME, MI, MN, MO, NC, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, and WV Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on