The Team

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.

Our Advisors

Rocco A Carriero

Rocco A Carriero

Private Wealth Advisor

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Designations

MBA, CRPC®, APMA®

Top Areas of Focus

  • Investment Management
  • Wealth Preservation Strategies
  • Small Business

Education

CRPC, College for Financial Planning, MBA, Banking and Finance, Dowling College, BA, Communications, Johnson and Wales University
CA Insurance #0I26227

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Meredith Diamond

Meredith Diamond

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Investment Management
  • Retirement Income Strategies

Education

Villanova University, BS, Finance & Marketing

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Edgar Betancourt

Edgar Betancourt

Financial Advisor

Stephen Curry

Stephen Curry

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Business Retirement Plans

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George Kreuscher

George Kreuscher

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Insurance

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Our Staff

Nicole Chance

Nicole Chance

Executive Assistant

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Qualifications

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

Roles & Responsibilities

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

Bryan J. Durso

Investment Specialist

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Qualifications

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

Roles & Responsibilities

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

JoAnn Fleischmann

Client Service Specialist

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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
Autumn Chirlin

Autumn Chirlin

Financial Planning Assistant

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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
Paul Tuttle

Paul Tuttle

Financial Planning Specialist

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Qualifications

  • BS, Business Management, Stonehill College

Roles & Responsibilities

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

Susan Dorrien

Client Service Specialist