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Our financial advice team


Suzanne Crociati

Suzanne Crociati

AWMA®

Financial Advisor

Rise Private Wealth Management
27
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.

Areas of focus

  • Divorce Financial Planning
  • Women's Financial Strategies
  • Sustainable and Responsible Investing
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Small Business
  • Saving for Education
  • Retirement Income Strategies
  • Charitable Giving
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments

Interests

My family is a top priority for me and when I am not working, I love to spend time with my kids and husband. I have built a passion for sailing, and spending time on the open water.

Education

  • University of MA, Amherst. BA in Economics. 1988

Previous experience

  • Janney Montgomery Scott, LLC; Financial Advisor, 17 years

Community participation

I am active in the Plymouth Area Coalition for the Homeless and proudly serves as a Board Member, starting the annual comedy show fundraiser for the shelter.