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Pell Wealth Partners
A private wealth advisory practice of Ameriprise Financial Services, Inc.
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Our financial advice team
Our advisors
Geri Pell
Private Wealth Advisor
Learn more about Geri Pell
Visit Geri Pell's website
Anthony Rizzuto
Financial Advisor
Learn more about Anthony Rizzuto
Visit Anthony Rizzuto's website
Steven Livingston
Financial Advisor
Learn more about Steven Livingston
Visit Steven Livingston's website
Ziyah Esbenshade
Private Wealth Advisor
Learn more about Ziyah Esbenshade
Visit Ziyah Esbenshade's website
Douglas Messina
Financial Advisor
Learn more about Douglas Messina
Visit Douglas Messina's website
Julie Wendholt
Financial Advisor
Learn more about Julie Wendholt
Visit Julie Wendholt's website
Daniel Ahearn
Financial Advisor
Learn more about Daniel Ahearn
Visit Daniel Ahearn's website
Michael Hirsch
Financial Advisor
Learn more about Michael Hirsch
Visit Michael Hirsch's website
Our team
Joseph Domato, MS, CRPC
®
Financial Planning Specialist
joseph.domato@ampf.com
914.269.6743
Roles & Responsibilities
Financial Planning Specialist for Ziyah Esbenshade
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Kat Foley
Client Service Manager,
Office Manager
kathleen.a.foley@ampf.com
845.241.3800
Qualifications
Series 7 - General Securities Representative
Series 63 - Uniform Securities Agent
Roles & Responsibilities
Manage client service at Pell Wealth Partners Highland Mills location for Doug Messina.
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Martha Hood
Executive Assistant
martha.hood@ampf.com
914.269.6732
Roles & Responsibilities
Executive Assistant for Geri E. Pell
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Marianne Lauer
Business Development Director,
Chief Operating Officer
marianne.lauer@ampf.com
914.417.3242
Gina Petriccione
Marketing Manager
gina.petriccione@ampf.com
914.269.0058
Gloria Rizzuto
Client Service Specialist
gloria.x.rizzuto@ampf.com
914.269.6707
Personal Intro
2005 - Present, Pell Wealth Partners, Client Service Specialist
1997 - 2005, American Express, Client Service Specialist
Proud grandmother to Sophia, Michael, Sabrina, and Paulie
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David Van Osdol, CFP
®
Financial Planning Specialist
david.VanOsdol@ampf.com
914.269.6721
Personal Intro
Financial Planning Specialist for Tony Rizzuto and Geri Pell.
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Eileen Vargas
Client Service Manager
eileen.vargas@ampf.com
914.417.3245
Roles & Responsibilities
Client Service Manager for Ziyah Esbenshade
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Carolina Palacios
Client Service Manager
carolina.palacios@ampf.com
914.269.6729
Qualifications
Series 7– General Securities Representative
Series 63 – Uniform Securities Agent
Series 65 – Uniform Investment Adviser
Roles & Responsibilities
Client Services Manager for Anthony Rizzuto & Daniel Ahearn
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