Rise Private Wealth Management

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Advisors

Denise O'Connor-Munsey

Denise O'Connor-Munsey

CFP®, APMA®

Private Wealth Advisor

Visit Denise O'Connor-Munsey's website
Craig Holman

Craig Holman

CFP®, APMA®

Financial Advisor

Visit Craig Holman's website
Sonia Hicks

Sonia Hicks

APMA®, CRPC®

Financial Advisor

Visit Sonia Hicks's website

Team

Nicole Spaulding

Nicole Spaulding

Operations Director

Nick Trombetta

Nick Trombetta

Investment Manager

Hannah Pierce

Hannah Pierce

Operations Specialist

Lori Jowers

Lori Jowers

Operations Manager

Kristina Michalewicz

Kristina Michalewicz

Office Manager

Brittany Abbott

Brittany Abbott

Client Service Specialist

Brendan Beaulieu

Brendan Beaulieu

Client Service Specialist

Ernest Druan

Ernest Druan

Client Service Specialist

Cynthia Goldsmith

Cynthia Goldsmith

Client Service Specialist

Stella Macua

Client Service Specialist

Wanda Madden

Wanda Madden

Client Service Specialist

Jennifer Noseworthy

Jennifer Noseworthy

Client Service Specialist

Michelle Provencher

Michelle Provencher

Client Service Specialist

Elizabeth Therrien

Elizabeth Therrien

Client Service Specialist

Gabriella Gineo

Gabriella Gineo

Client Service Specialist

Katelin McSherry

Katelin McSherry

Client Service Specialist

Alex Richard

Intern