Pell Wealth Partners

At Pell Wealth Partners, we provide financial wisdom and help guide our clients through life’s complicated decisions as they work towards sustainable prosperity, multigenerational wealth, and more peace of mind.

It is our mission to make certain that you know these important decisions do not need to be made alone.

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

Advisor photo for Daniel Ahearn

Daniel Ahearn

APMA

Financial Advisor

Vice President of Pell Wealth Partners
Visit Daniel Ahearn's website
Advisor photo for Betsy L Billard

Betsy L Billard

Private Wealth Advisor

Visit Betsy L Billard's website
Advisor photo for Joseph Domato

Joseph Domato

MS, CRPC, APMA

Financial Advisor

Vice President of Pell Wealth Partners
Visit Joseph Domato's website
Advisor photo for William P Foster

William P Foster

MBA, CFP®, ADPA, APMA

Private Wealth Advisor

Senior Vice President of Pell Wealth Partners
Visit William P Foster's website
Advisor photo for Geri Pell

Geri Pell

MBA, CFP®, CDFA®

Private Wealth Advisor

Chief Executive Officer of Pell Wealth Partners
Visit Geri Pell's website
Advisor photo for Anthony Rizzuto

Anthony Rizzuto

CFP®, CLU®, APMA

Private Wealth Advisor

President of Pell Wealth Partners
Visit Anthony Rizzuto's website


Team

Lena Araradian

Lena Araradian

Client Service Manager

Roles & Responsibilities

  • Client Service Manager for William Foster
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Kat Foley

Kat Foley

Practice Manager

Roles & Responsibilities

  • Practice Manager for Doug Messina
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Brent Forslund

Brent Forslund

Paraplanner

Roles & Responsibilities

  • Paraplanner for Ziyah Esbenshade & William Foster
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Eric Hasselberger

Eric Hasselberger

Client Service Manager

Roles & Responsibilities

  • Client Service Manager for Dan Ahearn
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Martha Hood

Martha Hood

Executive Assistant

Roles & Responsibilities

  • Executive Assistant for Geri Pell
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Marianne Lauer

Marianne Lauer

Business Development Director,

Chief Financial Officer of Pell Wealth Partners
Regina Paganelli

Regina Paganelli

Client Service Coordinator

Annie Pereyra

Annie Pereyra

Paraplanner,

Investment Specialist

Roles & Responsibilities

  • Paraplanner for Doug Messina
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Gina Petriccione

Gina Petriccione

Marketing Manager

Jamie Sceppaquercia

Jamie Sceppaquercia

Client Service Manager

Roles & Responsibilities

  • Client Service Manager for Ziyah Esbenshade
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Eileen Vargas

Eileen Vargas

Client Service Manager

Roles & Responsibilities

  • Client Service Manager for Tony Rizzuto
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