Pell Wealth Partners

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Daniel Ahearn, Financial Advisor serving the Rye Brook, NY area - Ameriprise Advisors

Daniel Ahearn

APMA

Financial Advisor

Vice President of Pell Wealth Partners
Visit Daniel Ahearn's website
Betsy L Billard, Private Wealth Advisor serving the Rye Brook, NY area - Ameriprise Advisors

Betsy L Billard

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Visit Betsy L Billard's website
Joseph Domato, Financial Advisor serving the Rye Brook, NY area - Ameriprise Advisors

Joseph Domato

MS, CRPC, APMA

Financial Advisor

Vice President of Pell Wealth Partners
Visit Joseph Domato's website
Ziyah Esbenshade, Private Wealth Advisor serving the Rye Brook, NY area - Ameriprise Advisors

Ziyah Esbenshade

CFP®, CRPC, APMA

Private Wealth Advisor

Senior Vice President of Pell Wealth Partners
Visit Ziyah Esbenshade's website
William P Foster, Financial Advisor serving the Rye Brook, NY area - Ameriprise Advisors

William P Foster

MBA, CFP®, ADPA, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit William P Foster's website
Douglas Messina, Financial Advisor serving the Rye Brook, NY area - Ameriprise Advisors

Douglas Messina

CFP®

Financial Advisor

Senior Vice President of Pell Wealth Partners
Visit Douglas Messina's website
Josef Minnich, Financial Advisor serving the Rye Brook, NY area - Ameriprise Advisors

Josef Minnich

BFA

Financial Advisor

Senior Vice President of Pell Wealth Partners
Visit Josef Minnich's website
Geri Pell, Private Wealth Advisor serving the Rye Brook, NY area - Ameriprise Advisors

Geri Pell

MBA, CFP®, CDFA®

Private Wealth Advisor

Chief Executive Officer of Pell Wealth Partners
Visit Geri Pell's website
Mary Beth Sharkey, Financial Advisor serving the Rye Brook, NY area - Ameriprise Advisors

Mary Beth Sharkey

CFP®

Financial Advisor

Senior Vice President of Pell Wealth Partners
Visit Mary Beth Sharkey's website

Team

Lena Araradian

Lena Araradian

Client Service Manager

Martha Hood

Martha Hood

Executive Assistant

Kat Foley

Kat Foley

Practice Manager

Brent Forslund

Brent Forslund

Paraplanner

Marianne Lauer

Marianne Lauer

Business Development Director,

Chief Financial Officer
Steve Livingston, CFP<sup>®</sup>, ChFC<sup>®</sup>

Steve Livingston, CFP®, ChFC®

Financial Planning Specialist

Regina Paganelli

Regina Paganelli

Client Service Coordinator

Annie Pereyra

Annie Pereyra

Investment Specialist,

Paraplanner
Gina Petriccione

Gina Petriccione

Marketing Manager

Jamie Sceppaquercia

Jamie Sceppaquercia

Client Service Manager

Eileen Vargas

Eileen Vargas

Client Service Manager