The Team
Rocco A. Carriero Wealth Partners

Our Advisors

Rocco A Carriero

Rocco A Carriero

Private Wealth Advisor

More about me...

Contact

rocco.a.carriero@ampf.com

631.283.8482

Designations

MBA, CRPC®

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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Contact

meredith.diamond@ampf.com

631.283.8482

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

Our Staff

Nicole Chance

Nicole Chance

Executive Assistant
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Contact

Nicole.A.Chance@ampf.com

631.283.8482

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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Contact

Bryan.J.Durso@ampf.com

631.283.8482

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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Contact

JoAnn.M.Fleischmann@ampf.com

631.283.8482

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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Contact

autumn.chirlin@ampf.com

631.283.8482

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

Roles & Responsibilities

  • Client Case Preparation
  • Assist with Business Development
  • Assist with Special Projects
Paul Tuttle

Paul Tuttle

Financial Planning Specialist
More about me...

Contact

paul.tuttle@ampf.com

631.283.8482 Ext. 213

Qualifications

  • BS, Business Management, Stonehill College

Roles & Responsibilities

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