The Team

Mariner Private Wealth Management

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

Paul Capuzziello

Paul Capuzziello

Private Wealth Advisor

More about me...

Designations

CFP®, CRPC®, CLTC®, CDFA®, APMA®

Top Areas of Focus

  • Divorce Financial Planning
  • Estate Planning Strategies
  • Small Business

Education

Bachelor of Science, 1991, Finance - Bryant University, Smithfield, RI

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Daniel Gamm

Daniel Gamm

Private Wealth Advisor

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Designations

CRPC®

Top Areas of Focus

  • Charitable Giving
  • Domestic Partner Planning
  • Estate Planning Strategies

Education

B.A., 1991 History Brandeis University, Waltham, MA., M.S., 1996, Physical Therapy, Simmons College, Boston, MA., Chartered Retirement Planning Counselor, 2002 College Financial Planning

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Kenneth H Hedison

Kenneth H Hedison

Financial Advisor

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Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies

Education

BFA, Florida State University, 1973

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Harold V Cardoza

Harold V Cardoza

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies

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Rebecca A Boisclair

Rebecca A Boisclair

Financial Advisor

More about me...

Top Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education

Education

BA in Political Science, University of Rhode Island, Kingston, RI, 1994-1999, BA in Economics, University of Rhode Island, Kingston, RI, 1994-1999

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Our Staff

Marisa Garber

Marisa Garber

Executive Assistant

Debra Page

Debra Page

Practice Manager

Margaret Walz

Margaret Walz

Client Service Specialist