Feel Like You Were Born With A Silver Spoon In Your Mouth
Adrienne Grace
CFP®, CDFA™ 
Adrienne Rothstein Grace:
Transitions Planner CFP®, CDFA™ 
Certified Divorce Financial Analyst
Through Adrienne’s 30 years of experience, she has developed a focused specialty of guiding clients through the many financial hurdles they face when in transition. That transition can be the result of a myriad of life changes from divorce or death of a loved one, to disability, or retirement.

Her background in every area of financial services, coupled with extensive training and multiple professional licenses and designations, allows her to assist people in understanding their financial position, organize their assets and liabilities, make better financial decisions, and advise on investment and management of assets to rebuild their financial lives. Empowering women to achieve financial security is her mission.

An Investment Adviser Representative, Certified Financial Planner professional (CFP®) and Certified Divorce Financial Analyst (CDFA™), Adrienne brings over 30 years experience in all aspects of financial life to her clients.
If you have any questions, please contact me at the following email: agrace@nextfinancial.com

Best Selling Author

Going from We to Me
A Financial Guide to Divorce

Qualifications

  • Certified Financial Planner®
  • Certified Divorce Financial Analyst™
  • ​Investment Advisor Representative
  • ​Licensed to sell Life & Health Insurance in New York, Massachusetts, Florida, South Carolina and California
  • ​Licensed to offer securities products in New York, Massachusetts, Florida, South Carolina and California

Qualifications

  •  Steering Board Member, SheCan!Network
  • ​ Girl Scouts of WNY; Finance Committee

An experienced financial professional, Adrienne specializes in working with people in these areas:

  • Providing ongoing wealth management and asset protection services to help take the stress out of finances and investing.  
  • To assist people in times of transition – job change or loss, retirement, marriage and divorce, widowhood, senior care issues – to implement better financial decisions for now and the future.
Adrienne has enjoyed a long and successful career in financial services. She has been a Bank Manager, a Trust Officer, an Investment Advisor Representative and Financial Planner in the Buffalo area since 1978. In addition to her extensive investment and planning experience, Adrienne has taken special training in divorce financial planning and Collaborative Law.
If you have any questions, please contact me at the following email: agrace@nextfinancial.com
Disclaimers
Silver Spoon Personal Financial Officers, LLC.
5888 Main Street, Suite 200
Williamsville, NY 14221
716-817-6425
Securities & INVESTMENT ADVISORY SERVICES Offered Through
Next Financial Group, Inc.
Member FINRA/SIPC
Silver Spoon Personal Financial Officers, LLC. is NOT an AFFILIATE of Next Financial Group, Inc.
Copyright © 2018 - Silver Spoon Personal Financial Officers, LLC.