Justin Cuvelier is a member of Excel’s Investment Management Team with a primary focus on individual and family wealth management.
Although new to the team, he is backed by the support and knowledge of the advisors around him. Before coming to Excel, he spent three years at New York Life developing a deeper understanding of insurance and its importance as a financial planning tool.
As a wealth advisor, Justin brings a disciplined and balanced approach to his clients’ planning objectives, offering every client a high level of expertise, responsiveness, and most importantly service.
Justin graduated from Syracuse University with dual Bachelors of Sciences degrees in Mathematics and Economics.
Financial Industry Regulatory Authority (FINRA) Accreditations:
SERIES 6 INVESTMENT COMPANY PRODUCTS/VARIABLE CONTRACTS LIMITED REPRESENTATIVE
SERIES 63 UNIFORM SECURITIES AGENT STATE LAW EXAMINATION -(NASAA)
SERIES7 GENERAL SECURITIESREPRESENTATIVE
SERIES 66 UNIFORM COMBINED STATE LAW EXAMINATION -(NASAA)
NEW YORK STATE LIFE AND HEALTH AGENT
Outside of the office, Justin is involved in many activities and sports, including running charitable 5k races within his community.