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Our financial advice team


Ed Pontarelli, Financial Advisor serving the Providence, RI area - Ameriprise Advisors

Ed Pontarelli

CRPC, APMA

Financial Advisor

Managing Director
Park Row Wealth Advisors

An Ameriprise Platinum Financial Services® Advisor

24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Small Business
  • Investment Management
  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Investments
  • Insurance
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Charitable Giving
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Tax Planning Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Intergenerational Planning

Qualifications

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

Education

  • Quinnipiac University School of Business | Bachelor of Arts | 2000

Awards & recognition

  • Park Row Wealth Advisors, Ameriprise Client Experience Award, 2023

Previous experience

  • Oppenheimer & Co. | Senior Director - Investments, 2009-2018
  • H & R Block Financial Advisors | Financial Advisor, 2002-2009

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Volunteered with Sojourner House for Amerprise National Day of Service.

Supporter of CCAP and the Tomorrow Fund.

Interests

In my leisure time, I enjoy spending time on the water with my wife and son, golfing with clients and colleagues, and cheering on the New England Patriots and Boston Red Sox.