
Salvatore D. Gandolfo,
CPFA™, CRPC™ Managing DirectorSalvatore joined Raymond James after starting at Merrill Lynch in 2010 following three years working with one of the nation's largest mutual fund companies. An alumnus of Canisius High School in Buffalo, New York, he graduated magna cum laude from the University of Pittsburgh with a degree in finance and economics. He has also earned the Chartered Retirement Planning Counselor™, CRPC™ designation from the College for Financial Planning Institutes Corp. and the Certified Plan Fiduciary Advisor™, CPFA® designation from the National Association of Plan Advisors. His major focus is developing wealth management and retirement strategies for individuals, families, businesses and organizations. Sal enjoys being active in the community through volunteer work. Sal resides in Clarence, New York with his wife Marisa and their son, Pietro John.
Named to Forbes “Best-in-State Wealth Management Teams” list, 2023 & 2024
*Source: The Forbes “Best-in-State Wealth Management Teams” list, published on January 9, 2024. Rankings based on data as of March 31, 2023.
Named to Forbes “Best-in-State Next-Generation Wealth Advisors” list in 2019, 2022, 2023 & 2024
*Source: The Forbes “Best-in-State Next-Generation Wealth Advisors” list, published annually Aug - Sept. Rankings based on data as of March 31 of current year.
The 2024 Forbes Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state/ for more info.
The Forbes Next-Gen Wealth Advisors Best-In-State rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. The Research Summary (as of August 2023) included: 42,108 nominations for all rankings, based on thresholds, 22,874 invited to complete online survey, 17,996 telephone interviews, 3,859 in-person interviews at advisors’ location, 1,487 virtual interviews and 3,738 individuals considered and 1,464 individuals won the Next-Gen ranking. This ranking is based upon the period from 3/31/22 to 3/31/23 and was released on 8/8/23. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Compensation provided for using the rating. For more information go to https://www.forbes.com/lists/best-in-state-next-gen-advisors/?sh=4bb1a1c15fc3
CRPC™ and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.