Rocco A. Carriero Wealth Partners

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Team photo for Rocco A. Carriero Wealth Partners
Team photo for Rocco A. Carriero Wealth Partners

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Advisors

Rocco A Carriero

MBA, CRPC, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Visit Rocco A Carriero's website

Meredith Diamond

CFP®

Financial Advisor

Visit Meredith Diamond's website

George Kreuscher

APMA

Financial Advisor

Associate Vice President of Rocco A. Carriero Wealth Partners
Visit George Kreuscher's website

Christian Greco

Financial Advisor

Visit Christian Greco's website

Peter Kern

Financial Advisor

Visit Peter Kern's website


Team

Ana Stuckart

Ana Stuckart

Business Development Specialist,

Operations Manager

Qualifications

  • BA, Spanish and French Language & Literatures, Binghamton University

  • AS, Business Administration and Accounting, SUNY Westchester Community College

  • New York Notary Public

Roles & Responsibilities

  • Client Service Requests
  • Client Onboarding and Business Processing
  • Advisor and Practice Acquistion Support
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Autumn Chirlin

Autumn Chirlin

Client Relationship Manager

Connor Rosado

Connor Rosado

Paraplanner

Melissa Barreto

Melissa Barreto

Client Service Specialist

Qualifications

  • BS, Business Management/Finance, Stony Brook University

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Nicole Chance

Nicole Chance

Executive Assistant

Qualifications

  • BS, Social Work, Abilene Christian University
  • Licensed Notary NYS

Roles & Responsibilities

  • Scheduling Client Meetings & Practice Calendar
  • Marketing & Events
  • Human Resources & Building Management
  • Community Involvement
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Roger Erny

Roger Erny

Operations Director,

Chief Operating Officer of Rocco A. Carriero Wealth Partners
Taylor Roman

Taylor Roman

Financial Planning Assistant

Qualifications

  • Bachelor of Arts in Economics, Queens College-Flushing, NYBachelor of Science in Environmental Science, Queens College-Flushing, NY

Roles & Responsibilities

  • Assists advisors and team members in daily administrative operations and meeting preparation.
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Tristan Amone

Tristan Amone

Financial Planning Specialist