Our advisors

Advisor photo for Rocco A Carriero

Rocco A Carriero

MBA, CRPC, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Rocco A Carriero Visit Rocco A Carriero's website
Advisor photo for Christian Greco

Christian Greco

Financial Advisor

Paraplanner
Learn more about Christian Greco Visit Christian Greco's website
Advisor photo for George Kreuscher

George Kreuscher

APMA

Financial Advisor

Associate Vice President of Rocco A. Carriero Wealth Partners
Learn more about George Kreuscher Visit George Kreuscher's website
Advisor photo for Meredith Diamond

Meredith Diamond

CFP®

Financial Advisor

Learn more about Meredith Diamond Visit Meredith Diamond's website


Our team

Nicole Chance

Nicole Chance

Executive Assistant

Qualifications

  • BS, Social Work, Abilene Christian University
  • Licensed Notary NYS

Roles & Responsibilities

  • Scheduling Client Meetings & Practice Calendar
  • Marketing & Events
  • Human Resources & Building Management
  • Community Involvement
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Autumn Chirlin

Autumn Chirlin

Client Relationship Manager

Tristan Amone

Tristan Amone

Financial Planning Specialist

Melissa Barreto

Melissa Barreto

Financial Planning Assistant

Qualifications

  • BS, Business Management/Finance, Stony Brook University

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