Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Roger Lapierre, Financial Advisor serving the Providence, RI area - Ameriprise Advisors

Roger Lapierre

CRPC, CLTC®, APMA

Financial Advisor

Managing Director
Visit Roger Lapierre's website

Team

Jeremy Noessel

Jeremy Noessel

Registered Client Service Associate,

Practice Manager

Qualifications

  • Series 7, 63 and 65
  • RI Insurance
  • CFP®
  • CRPC®
  • CRPS®

Roles & Responsibilities

  • Responsible for client service needs.
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Karen Phillips

Karen Phillips

Registered Client Service Associate