The Team

Plymouth Rock Financial Partners

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.


Our Advisors

Joe Pierce

Joe Pierce

Financial Advisor

Jon Pierce

Jon Pierce

Financial Advisor

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Top Areas of Focus

  • Family Finances
  • Wealth Preservation Strategies
  • Insurance

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Hilary O'Malley

Hilary O'Malley

Associate Financial Advisor

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Designations

BFA

Top Areas of Focus

  • Women's Financial Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies

Education

BS in Economics and Finance, Bentley University

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Our Staff

Ilektra Koutsogiannopoulou

Ilektra Koutsogiannopoulou

Client Service Coordinator

Administrative Assistant
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Roles & Responsibilities

  • Scheduling client appointments
  • Directing calls to coordinate your service
  • Marketing and event coordination