Stifel St. Marys Building
O'Leary Piccolo Wealth Management group

O’Leary Piccolo Wealth Management Group

We have been working with individuals and businesses in Elk County and its surrounding areas for the past 30 years.  As a team, we bring more than 120 years of combined experience and knowledge in the financial services industry.  We are dedicated to developing lasting relationships with all our clients, and we believe in working together to identify and pursue your financial goals and manage your finances.

O'Leary Piccolo Wealth Management Group

Robert O'Leary, CRPC®, AIF®, Senior Vice President/Investments

Robert W. O'Leary, AAMS, AIF, CRPC

Resident Manager; Senior Vice President/Investments

John D. Piccolo, PhD, AIF® Vice President/Investments

John D. Piccolo, AIF, PhD

First Vice President/Investments

Thomas S. Launer Financial Advisor Associate

Thomas S. Launer, AWMA

Financial Advisor Associate

Thomas A. Fledderman Financial Advisor Associate

Thomas A. Fledderman

Financial Advisor Associate

Sherrie L. Ferragine, Client Relationship Manager

Sherrie L. Ferragine

Client Relationship Manager

Liz Baldwin, Senior Registered Client Service Associate

Liz Baldwin

Senior Registered Client Service Associate

Cathy Meholic, Client Service Associate

Cathy Meholic

Client Service Associate

Kindred Burdick, Client Service Associate

Kindred Burdick

Client Service Associate

family gathering in the backyard

Our Mission

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you.  We endeavor to know and understand your financial situation and provide you with high-quality information, services, and products to help you pursue your goals.  Our value is in providing clear explanations of our strategies and how they can be personalized to your needs.
Handshake

Dedicated to understanding your financial goals

Our Philosophy

In our experience, most individuals today are overwhelmed with the thought of figuring out how and where they should be invested to pursue the retirement they desire.  Our job is to seek to minimize the risks that come with investing and help you focus on the things that matter most to you.  From investment planning and investment strategy programs, we work together to build a strategy that is structured to define your needs.

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