Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

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

Christian Greco

Financial Advisor

Paraplanner
Learn more about Christian Greco Visit Christian Greco's website

George Kreuscher

APMA

Financial Advisor

Associate Vice President of Rocco A. Carriero Wealth Partners
Learn more about George Kreuscher Visit George Kreuscher's website

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

Client Service Specialist

Qualifications

  • BS, Business Management/Finance, Stony Brook University

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Taylor Roman

Taylor Roman

Financial Planning Assistant

Qualifications

  • Bachelor of Arts in Economics, Queens College-Flushing, NYBachelor of Science in Environmental Science, Queens College-Flushing, NY

Roles & Responsibilities

  • Assists advisors and team members in daily administrative operations and meeting preparation.
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Roger Erny

Roger Erny

Operations Director,

Chief Operating Officer of Rocco A. Carriero Wealth Partners