Key Things on Wealth Management

Published: July 15, 2023, 11 a.m.

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Rocco A. Carriero is a comprehensive Wealth Advisor specializing in working with Business Owners, CEO\\u2019s and Entrepreneurs. He is a Chartered Retirement Planning Counselor, Accredited Portfolio Manager Advisor and holds an MBA in Banking & Finance with over 20 years of experience. Rocco has appeared on Fox, NBC and his financial insights have been featured in publications including the Wall Street Journal, Forbes, Fortune, Wealth Management Magazine as well as many other local and regional publications. Rocco is a member of the Columbus Citizens Foundation and has served on the board of directors of The American Heart Association, Southampton Business Alliance, East End Hospice, and Westhampton Beach Performing Arts Center and serves as the Vice President of Integrated Medical Foundation. Rocco lives and works on Eastern Long Island, NY with his wife Heather and their two children Ella and Luca.

Connect with Jon Dwoskin:

Twitter:\\xa0@jdwoskin
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Email:\\xa0jon@jondwoskin.com
Get Jon\\u2019s Book:\\xa0The Think Big Movement: Grow your business big. Very Big!

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Connect with Rocco A. Carriero:

Website:\\xa0roccoacarriero.com

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