Opus: Advice First

We look to enhance the financial and emotional well-being of our clients and their families by providing education and improving behavior as it relates to important life decisions.


Advisors

Nancy S Daoud, Private Wealth Advisor serving the Harrison, NY area - Ameriprise Advisors

Nancy S Daoud

ChFC®, APMA®

Private Wealth Advisor

Chief Executive Officer of Opus: Advice First
Visit Nancy S Daoud's website
Nina Daoud, Financial Advisor serving the Harrison, NY area - Ameriprise Advisors

Nina Daoud

APMA®

Financial Advisor

Marketing Manager
Visit Nina Daoud's website
Coleen A Banks, Private Wealth Advisor serving the Harrison, NY area - Ameriprise Advisors

Coleen A Banks

MBA, CFP®, APMA®

Private Wealth Advisor

Visit Coleen A Banks's website
Alison Perrin, Financial Advisor serving the Harrison, NY area - Ameriprise Advisors

Alison Perrin

CFP®, APMA®

Financial Advisor

Financial Planning Analyst
Visit Alison Perrin's website
Bob Tosetti, Financial Advisor serving the Harrison, NY area - Ameriprise Advisors

Bob Tosetti

APMA®, AAMS®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Bob Tosetti's website
Joseph Irizarry, Financial Advisor serving the Harrison, NY area - Ameriprise Advisors

Joseph Irizarry

CLTC®

Financial Advisor

Visit Joseph Irizarry's website

Team

Becky J. O'Hara

Becky J. O'Hara

Operations Manager,

Client Relationship Manager
Lori Jones

Lori Jones

Client Service Specialist

Michael Schietromo

Michael Schietromo

Business Development Director

Carynna Mott

Carynna Mott

Marketing Manager,

Client Service Manager
Kristopher Daoud

Kristopher Daoud

Financial Planning Analyst

Logan Delmonico

Logan Delmonico

Intern,

Client Service Specialist
Andy Smith

Andy Smith

Financial Planning Analyst,

Client Service Manager
Sadaf Nezami

Sadaf Nezami

Client Service Specialist