Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Wealth Preservation Strategies
  • Small Business
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Charitable Giving
  • Saving for Education

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • MBA, Banking and Finance, Dowling College
  • BA, Communications, Johnson and Wales University

Awards & recognition

  • Ameriprise Circle of Success, 2004 - 2017
  • Rocco A. Carriero Wealth Partners, Long Island Business News Experienced Team Award, 2015
  • Forbes Best-in-State Wealth Advisors, 2019-2021

Professional associations

  • American Heart Association
  • Southampton Business Alliance
  • Southampton Chamber of Commerce

Community participation

Supports American Heart Association, The Ellen Hermanson Foundation, Maureen's Haven, Friends of the 106 Rescue Wing, Southampton Town Business Advisory Council, The Retreat, East End Hospice, Southampton Chamber of Commerce & Southampton Business Alliance.

Interests

Spending time with my wife Heather and my children, Ella and Luca, as well as playing golf, traveling to visit family in Italy, and enjoying food and wine. My other interests include helping friends and family, mentoring young professionals, and helping successful entrepreneurs in achieving what they find most important.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.