Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Wealth Preservation Strategies
  • Small Business
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Charitable Giving
  • Saving for Education

Education

  • MBA, Banking and Finance, Dowling College
  • BA, Communications, Johnson and Wales University

Awards & recognition

  • AdvisorHub Advisors to Watch (under $1Bil), 2024
  • Ameriprise Circle of Success, 2004 - 2024
  • Forbes Best-in-State Wealth Advisors, 2019-2024
  • Rocco A. Carriero Wealth Partners, Long Island Business News Experienced Team Award, 2015

Professional associations

  • American Heart Association
  • Southampton Business Alliance
  • Southampton Chamber of Commerce

Community participation

Community participation and giving back have always held a special place in my heart. When I actively engage in my community, whether through volunteering, sharing my expertise, or contributing my time and resources, I not only can enrich the lives of others but also strengthen the bonds that hold our community together. It's a reciprocal relationship where the act of giving back benefits both me and those I'm able to assist. By participating in community initiatives, I foster a sense of belonging and purpose, build meaningful connections, and create positive change.

Interests

I find joy in cherishing moments with my wife, Heather, and our two wonderful children, Ella and Luca. My passion for life extends to the greens of a golf course, exploring new horizons through travel, especially to our family in Italy, and savoring the world's culinary delights alongside fine wines. Beyond these pursuits, I am equally devoted to supporting and uplifting my friends and family, nurturing the potential of aspiring young professionals, and guiding accomplished entrepreneurs on their path towards realizing their dreams and aspirations.

My photos

3 albums
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Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.