Fieldstone Private Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC, in Batavia, has earned the Ameriprise Client Experience Award for 2023.

Fieldstone Private Wealth was honored with this award because its ability to consistently deliver personalized, goal-based advice and exceptional client service. Award recipients earned an overall client satisfaction rating equal to or greater than 4.9 out of 5.0 and maintained stellar business results. 

The award represents an elite group of Ameriprise advisors recognized as leaders for their commitment to making a difference in the lives of their clients.

As a private wealth advisory practice, Fieldstone Private Wealth provides financial advice that is anchored in a solid understanding of client needs and expectations and is delivered in one-on-one relationships with their clients. 

For more information, please contact Mark Woodward at 585-344-1262 or visit the Ameriprise office at 219 East Main Street, Batavia.

"Brett brings a wealth of knowledge and experience in business and property development that will help advance the BDC’s mission to improve the quality of life in the City of Batavia through a number or economic development collaborations, programs and initiatives," said BDC President Lori Aratari. “We are excited to welcome him and look forward to his leadership.”

Brett has core competencies in government relations, public relations, communications, business and policy research, statistical analysis, and business intelligence.  His roles with Genesee County were numerous, including Real Property tax apportionment of County/Town, County/City, School and Village taxes, public relations and working directly with the GCEDC in the maintenance and generation of PILOT invoices.

He was responsible for disseminating information to engage property owners in complex residential and commercial valuation projects and acted as liaison to municipal, regional, and state government officials.

“On behalf of the City we are excited to work with Brett in this new position and have confidence that as a City resident he understands the needs of both the business community and residents alike,” said Rachael J. Tabelski, City of Batavia City Manager.  “Brett will be coming to the organization with a list of projects to finalize from the Downtown Revitalization Initiative (DRI) and a 2020 Main Street Grant awarded to the City.  He will also be responsible for promoting development at the City’s Brownfield Opportunity Area (BOA) sites and assisting businesses with loans and grants.”

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Directors of the Batavia Development Corp. this morning approved the hiring of Brett Frank as the agency’s executive director.

Frank (photo at right) fills the position that became vacant when Andrew Maguire accepted the operations manager post with the Town of Batavia in June. He will start on Aug. 30.

A client service specialist at Fieldstone Private Wealth in Batavia since September 2020, Frank was employed at Genesee County’s deputy director of Real Property Tax Services for five years prior to that.

“I think he will do a great job in that position. He’ll be a good fit for that,” said Kevin Andrews, the county’s director of Real Property Tax Services, Frank's immediate supervisor. “His background in real property, I think, will help him in that role.”

Andrews said Frank is outgoing – a people person – and won’t have any problem promoting the projects on behalf of the City of Batavia.

Previously, Frank, a city resident, was a financial representative for Northwestern Mutual and a Batavia City School District maintenance worker.

Frank, an Elba Central School graduate, earned a bachelor’s degree in Financial Economics from Buffalo State College after receiving his associate’s degree in Liberal Arts from Genesee Community College.

City Manager Rachel Tabelski said Frank's "great background in real estate" will go a long way in accomplishing the BDC's mission.

The position's salary is $70,000 plus benefits.