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ESL Investment Services Manager Named With Top Director Award

Kehrer Bielan named Peg Gaston to #2 spot on its 2022 list of top directors

Rochester, NY — ESL Investment Services is pleased to announce Peg Gaston was recently named a 2022 Top Director finalist by Kehrer Bielan Research & Consulting. Gaston’s leadership of ESL Investment Services as wealth planning and advice manager earned a #2 ranking in the large firms category.

Rankings were developed through an assessment of more than 500 banks and credit unions evaluating a number of different industry metrics including: household penetration, revenue penetration of deposits, revenue penetration of households, assets per advisor, clients per advisor, investment assets per client, and asset productivity.

Gaston originally joined the ESL Investment Services team in 2014 and has held roles of financial consultant, sales manager, and investment & planning services manager respectively.

About ESL Investment Services

ESL Investment Services entered the investment services business in 1997 and has expanded exponentially, bringing about new capabilities and services while providing the personalized experience our customers are accustomed to.

Today, ESL Investment Services provides holistic planning and management services to individuals, families, businesses and organizations throughout Greater Rochester. It’s more than just planning for retirement. It’s helping to manage risk and establishing confidence in your or your organization’s financial goals and future.

ESL Investment Services employs a team of approximately 50 professionals who provide sound investment advice and support through LPL Financial to Greater Rochester community members to help move them steadily forward toward their goals. Services include planning for retirement, wealth management, insurance, education, and investment and planning for businesses and corporations. ESL Investment Services has $773 million in assets under management and $831 million in assets invested as of December 31, 2022.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products may be offered through LPL or its licensed affiliates or ESL Investment Services, LLC. ESL Investment Services, LLC, member FINRA/SIPC, provides referrals to LPL and its affiliates. Neither ESL Investment Services, LLC, a subsidiary of ESL Federal Credit Union, nor ESL Federal Credit Union are affiliated with LPL or its affiliates. ESL Federal Credit Union is not registered as a broker-dealer or investment advisor. Products and services are offered through LPL or its affiliates by LPL registered representatives doing business as ESL Investment Services. Representatives are dually registered with ESL Investment Services, LLC and LPL and may also be employees of ESL Federal Credit Union. Securities and insurance offered through LPL or its affiliates are:

For more information, contact:

Rich Pulvino, APR
VP/Director, Marketing