Pio Costa & Associates

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Advisors

Anthony Pio Costa IV

Anthony Pio Costa IV

Private Wealth Advisor

Visit Anthony Pio Costa IV's website
Joanna Jervis

Joanna Jervis

Financial Advisor

Visit Joanna Jervis's website
Nikolas Butkov

Nikolas Butkov

Financial Advisor

Visit Nikolas Butkov's website
Frank Jaffe

Frank Jaffe

Financial Advisor

Visit Frank Jaffe's website
Michelle Russotto

Michelle Russotto

Financial Advisor

Visit Michelle Russotto's website
Peter Leist

Peter Leist

Financial Advisor

Visit Peter Leist's website

Team

Ashley Van Tassel

Operations Manager

James Kahrar

James Kahrar

Investment Specialist

Oscar Osores

Oscar Osores

Intern

Adam Rehim

Adam Rehim

Marketing Specialist

Natalie Butler

Natalie Butler

Client Concierge

Christopher Gibbs

Christopher Gibbs

Business Development Director