Rocco A. Carriero Wealth Partners

At Rocco A. Carriero Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC, our mission is to deliver an outstanding client experience through a personal,well-thought-out, comprehensive approach, 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 strategies to help each individual financial plan reach their own financial and legacy goals.


Advisors

Advisor photo for Rocco A Carriero

Rocco A Carriero

MBA, CRPC, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Visit Rocco A Carriero's website
Advisor photo for Meredith Diamond

Meredith Diamond

CFP®

Financial Advisor

Visit Meredith Diamond's website
Advisor photo for George Kreuscher

George Kreuscher

APMA

Financial Advisor

Associate Vice President of Rocco A. Carriero Wealth Partners
Visit George Kreuscher's website
Advisor photo for Christian Greco

Christian Greco

Financial Advisor

Paraplanner
Visit Christian Greco's website


Team

Nicole Chance

Nicole Chance

Executive Assistant

Qualifications

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

Roles & Responsibilities

  • Team & Office Operations
  • Scheduling Client Meetings & Practice Calendar
  • Marketing & Events
  • Human Resources & Building Management
  • Community Involvement
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Bryan Durso

Bryan 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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Autumn Chirlin

Autumn Chirlin

Client Service Manager

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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Tristan Amone

Tristan Amone

Financial Planning Specialist

Qualifications

  • Bachelor of Arts, Finance & Business Analytics, Fairfield University
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Roger Erny

Roger Erny

Operations Director,

Chief Operating Officer of Rocco A. Carriero Wealth Partners
Melissa Barreto

Melissa Barreto

Financial Planning Assistant

Qualifications

  • BS, Business Management/Finance, Stony Brook University

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