Rocco A. Carriero Wealth Partners

At Rocco A. Carriero Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc., our mission is to deliver a world-class client experience through a personal, well-thought-out, comprehensive, confidential and results-driven financial planning relationship. Our goal is to provide each client with knowledgeable and experienced advice on an individual basis. By listening to our clients’ unique needs, we aim to provide customized solutions to help each individual plan to reach their own financial and legacy goals.


Advisors

Rocco A Carriero

Rocco A Carriero

Private Wealth Advisor

Visit Rocco A Carriero's website
Meredith Diamond

Meredith Diamond

Financial Advisor

Visit Meredith Diamond's website
Edgar Betancourt

Edgar Betancourt

Financial Advisor

Visit Edgar Betancourt's website
Stephen Curry

Stephen Curry

Financial Advisor

Visit Stephen Curry's website
George Kreuscher

George Kreuscher

Financial Advisor

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 Fleischmann

JoAnn Fleischmann

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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Autumn Chirlin

Autumn Chirlin

Financial Planning Assistant

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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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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Susan Dorrien

Client Service Specialist