david stoller,  aif®,RICP®,rps

partner | Retirement Planning Specialist

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[email protected]
585.475.8481
585.292.1569 (fax)
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PROFESSIONAL EXPERIENCE |
A Partner and Financial Advisor at Mapstone | Veritas who currently serves as the co-Chair of the Marketing Committee and also sits on the Investment Committee. David started in the investment and financial services industry in 1996 after leaving the Third Party Acquisitions Team at Xerox Corporation in Webster NY.  At the age of 26 he quickly transitioned into management as a Divisional Vice President from 1999 to 2002.  In 2004 he became one of the three founding partners of Veritas Financial and was later inducted into the Equitable Advisors Hall of Fame.  Today he is a Partner with Mapstone | Veritas and is recognized by Equitable Advisors as a Paramount Planning Group member of the Elite Advisors Group based on achieving a certain sales production level among all financial professionals within our organization.

EDUCATION |

• A 1995 Graduate of Webster Thomas High
• A 1997 graduate with Syracuse University B.A.in Managerial Law and Public Policy and a B.A. in Marketing Management
• In 2006  Equitable recognized as a Qualified Plan Specialist and Executive Benefits Specialist
• In 2008 he received a certificate in Retirement Planning from Wharton at the University of Pennsylvania for attending a program developed in conjunction with Equitable Advisors on Retirement Planning
• 2019 received the RICP® (Retirement Income Certified Professional) designation
• 2022 received the AIF® (Accredited Investment Fiduciary) designation. .
• NYS Life and Heath license, series 6, 7, 24, 63, 65 registrations

PROFESSIONAL & COMMUNITY ACTIVITIES |

• Mapstone | Veritas Investment Committee
• Member of the Financial Planning Association
• Past Scholarship Chairman for the Syracuse University Alumni Club of Rochester for over 8 years and recipient of the Mary L Strong Achievement Award
• Past Professional Advisory Committee; The Foundation for the Jewish Community Federation
• Past-President of the Canalside Trailblazers chapter of Business Networking International in Rochester

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PLACES TO VISIT

Anywhere you can get to by water

THINGS TO DO

My family and I have always enjoyed the outdoors and the water. Much of my free time in the summer is on the race course sailing competitively, which I've done for the last 25 years. 

QUOTE 

"Life is 10% what happens to you and 90% how you react to it." Charles R. Swindoll

FUN FACT

The oldest “pet” I’ve owned, and still do, is my 120 gallon mixed reef tank of 15 years.

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*Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliate,  Equitable Life Insurance Company (NY,NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements.  To verify that an FP has earned and holds the title in good standing, contact  Equitable [email protected]. Complaints about an Equitable Advisors FP should be directed to [email protected].

​​The RICP® (Retirement Income Certified Professional®) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation’s required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by e-mail at [email protected]. or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com.

Qualified Plan Specialist title awarded by Equitable Advisors, based upon successful completion of an internal training program and written assessment.

MAPSTONE | VERITAS Financial Group is not owned or operated by Equitable Advisors, LLC or its affiliates.

ADVICE | EXPERIENCE | RESULTS | SINCE 1970