Rocco A. Carriero Wealth Partners

Advisors

Rocco A Carriero

Rocco A Carriero

MBA, CRPC®, APMA®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Visit Rocco A Carriero's website
Meredith Diamond

Meredith Diamond

CFP®

Financial Advisor

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Edgar Betancourt

Edgar Betancourt

Financial Advisor

Visit Edgar Betancourt's website
Stephen Curry

Stephen Curry

Financial Advisor

Associate Vice President of Rocco A. Carriero Wealth Partners
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George Kreuscher

George Kreuscher

APMA®

Financial Advisor

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

Team

Nicole Chance

Nicole Chance

Executive Assistant

Qualifications

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

Roles & Responsibilities

  • Scheduling Client Meetings & Practice Calendar
  • Marketing & Events
  • Human Resources & Building Management
  • Community Involvement
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Bryan J. Durso

Bryan J. Durso

Investment Specialist

Qualifications

  • Series 7 & 66 Licensed
  • BS, Finance & Accounting, Hofstra University

Roles & Responsibilities

  • Investment monitoring and management
  • Trade recommendations and implementation
  • Market and investment research
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JoAnn Bruder

JoAnn Bruder

Client Service Specialist

Qualifications

  • BS, Teaching & Human Relations, St. Joseph's University
  • Licensed Notary

Roles & Responsibilities

  • Establishing client accounts and processing applications
  • Client service, account maintenance, and money movements
  • Preparing tax information for clients and their CPAs/tax preparers
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Paul Tuttle

Paul Tuttle

Financial Planning Specialist

Qualifications

  • BS, Business Management, Stonehill College

Roles & Responsibilities

  • Comprehensive Wealth Planning
  • Tax Planning
  • Risk Management Planning
  • Estate Planning and Wealth Transfer
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Autumn Chirlin

Autumn Chirlin

Financial Planning Specialist

Qualifications

  • Chartered Advisor in Philanthropy®, The American College
  • MBA, Finance, Hofstra University
  • BA, Sociology, Stony Brook University
  • Certificate in Not-for-Profit Management, Hofstra University
  • Master of Science in Financial Services, The American College

Roles & Responsibilities

  • Client Case Preparation
  • Assist with Business Development
  • Assist with Special Projects
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Christian Greco

Christian Greco

Associate Financial Advisor,

Paraplanner

Qualifications

  • BS Major Psychology, Neuroscience Concentration, Business Administration Minor, University of Miami, FL
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