Ivy Wealth Management
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Our Team


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Brad Ingegneri, CFP®, CRPC®, AIF®
(401) 681-4266 ext. 11

Brad Ingegneri is the Founder and President of Ivy Wealth Management and serves as the Chief Investment Officer.  After nearly 10 years at Merrill Lynch as a Senior Financial Advisor and Assistant Vice President, he started the firm to provide his clients with a truly unbiased and objective approach to their planning and investments.  Brad has worked in the financial services industry since 2001 and draws from his personal investment experiences dating back to 1985.  He earned his bachelor's degree from the University of Pennsylvania and his master's degree from Yale University and holds the CERTIFIED FINANCIAL PLANNERTM, Chartered Retirement Planning Counselor SM and Accredited Investment Fiduciary® designations.

​Outside the office, Brad is passionate about supporting his children's academic, musical and athletic endeavors; riding motorcycles, four-wheelers and snowmobiles with his family; and rooting passionately for his hometown favorite Patriots, Red Sox, Celtics and Bruins!

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Mark Piccerelli, AIF®
(401) 681-4266 ext. 14

Mark Piccerelli is the Vice President of Retirement Plan Services for Ivy Wealth Management.  With more than two decades of industry experience as an independent advisor, Mark has helped corporate and individual clients navigate the complex world of insurance, investments and retirement plans.  He focuses on providing fiduciary investment advice to corporate retirement plans.  In his role, Mark provides education and enrollment support to plan participants as well as retirement plan reviews and fiduciary guidance to plan sponsors.  As a result of his process and dedicated service to his clientele, Mark has been recognized as a three-time winner of the Rhode Island Monthly "Wealth Manager Award".

Mark attended Bryant University and is very active in his community.  ​He currently holds the Accredited Investment Fiduciary® designation.  Outside of work, Mark enjoys spending time fishing, boating and golfing with his family and friends.
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Not affiliated with Securities America
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David Lea III
(401) 681-4266 ext. 16

David Lea III is the Vice President of Insurance Services for Ivy Wealth Management.  With nearly two decades of insurance industry experience at Brokers' Service Marketing Group, a nationally recognized insurance broker, Dave brings a wealth of knowledge to our client planning process.  In his role, Dave works directly with clients to leverage his expertise of insurance products and carriers to provide innovative solutions for proper risk management as part of their overall comprehensive planning.

​Specializing in Life, Long Term Care and Disability insurances, Dave uses his knowledge to craft solutions for estate planning, business planning and retirement planning clients.

Dave is a graduate of the University of Rhode Island.
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Not affiliated with Securities America


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Ben Ingegneri, CLU®, ChFC®
(401) 681-4266 ext. 17
​Ben is the Vice President of Business Succession and Estate Planning for Ivy Wealth Management. For the better part of 40 years Ben has taken a holistic approach to financial planning incorporating asset protection, retirement planning, and estate planning. As an advisor to business owners, Ben has  worked with a variety of professionals to assist with business valuations, succession planning and corporate buy-out opportunities.

​In addition to his work with business owners, he works with families with special needs dependents, assisting them with long-term planning for their financial security.

Ben earned his Bachelors of Science in Business Administration from Bryant University. He holds the designations of Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChFC®). He resides in South Kingstown, RI with his wife Rose Marie.

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​Not affiliated with Securities America
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Ralph Coppola , CLU®, ChFC®, AIF​®
(401) 681-4266 ext. 18
Ralph is the Vice President of Corporate Benefits and a Senior Advisor for Ivy Wealth Management.  He focuses on assisting companies with designing and implementing sustainable benefits for their  staff including corporate retirement plan level consulting and individualized education to the plan participants.
  
Ralph earned his Bachelor of Science from the University of Rhode Island. He holds the designations of Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Accredited Investment Fiduciary (AIF®) designations. Ralph and his wife Andrea live in Warwick, RI and enjoy traveling and spending time with family and friends.  In his free time, Ralph enjoys sailing, scuba diving, reading and doing projects around his home.


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​Not affiliated with Securities America

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Michael Raspallo, CLU®, ChFC®,  AIF​​®
 (401) 681-4266 ext. 21
Mr. Raspallo brings 40 years of experience as an independent financial advisor in both major markets and small firm settings. He began his practice to fill a void that left business owners and their families vulnerable to missed opportunities.

Michael earned a Bachelor of Science degree in Business Administration from the University of Rhode Island. He holds the designations of Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChFC®), and Accredited Investment Fiduciary (AIF®). He holds Series 7 and 65 registrations through Securities America, Inc. as well as Life, Accident, and Health Insurance licenses.

Michael is a member of the Estate Planning Council of Rhode Island and a past president of the Rhode Island Society of Financial Services Professionals. He has served as a board member of the Massachusetts Systems Contractors Association and currently chairs the board of Thrive Behavioral Health.

An avid golfer, he has made four holes-in-one in his lifetime. He also enjoys singing and has performed in The Providence Journal Newspaper Guild Follies several times.
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Michael Raspallo resides in Smithfield, RI with his wife Deb. Together they have two grown sons and three grandchildren.
“My goal is to provide the tools and resources necessary for the financial health my clients desire for lifelong financial freedom.  Our team of professionals specializes in an array of financial disciplines to provide our clients with a high level of service and strategy designed to help them pursue their financial vision and goals.”
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Emilio "Mel" Senesi, Jr., AIF®, PPC®, CFP®, ChFC®, CLU®,    
 
(401) 864-1253
​After graduating from The University of Rhode Island, Mel Senesi entered the financial services arena and has been working in the industry ever since. Mel’s current practice is largely focused on retirement plans. He works with a diverse client base of closely held businesses and non-profit organizations.

Mel founded New England Retirement Solutions® LLC to provide services to 401(k), and ERISA 403(b) plans. He works with plan sponsors to help design plans that address the needs of their employees and he implements procedures that assist the plan sponsors in managing the fiduciary responsibilities pertaining to these participants directed investment retirement programs.


Mel earned a Bachelor of Science in Industrial Engineering from the University of Rhode Island. Currently, he maintains the Professional Plan Consultant (PPC®), Accredited Investment Fiduciary (AIF®), the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations. He is an Investment Advisory Representative holding his FINRA Series 6 and 63 registrations through Securities America, Inc. as well as being licensed for Life, Accident and Health Insurance. Mel also holds his Series 65 through The Patriot Financial Group. 

Mel has been awarded The David B. Lea, Jr. Award for Excellence in the Practice of Providing Financial Services by Brokers’ Service Marketing Group in Rhode Island. He has also been recognized by Nationwide Financial for differentiating performance and commitment related to his retirement plan practice.
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Mel resides in Cranston, RI with his wife Debbie, has two adult sons, and he and Debbie are the proud grandparents of three granddaughters.

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Sean M. Marchetti
(401) 262-2052
Mr. Marchetti offers financial planning and wealth management guidance and specializes in dynamic investment processes. He utilizes equities, preferred stocks, bonds, Exchange-Traded Funds, mutual funds, annuities, and alternative investments. He assists clients in developing balanced investment portfolios to pursue their financial goals and earnings objectives.

A Providence College graduate with a Bachelor of Science degree in Economics, Mr. Marchetti holds Series 7, 9, 10, 52, NASAA 63 and 65 registrations through Securities America as well as Life, Accident and Health insurance licenses.

Sean resides in Warwick, RI.
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“I strive to provide clients with the guidance and advice they need, designed to pursue the financial goals and independence they desire. I am able to present them with innovative options derived from my experience and the collaborative knowledge of the team"
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  Jeremy P. Doran
  (401) 262-2048
Mr. Doran provides strategic financial planning and has access to a wide range of wealth management options to assist his clients in pursuing financial independence. He spends a lot of time getting to truly understand his clients and their goals before designing and implementing a plan to help them pursue those goals.

He holds a Bachelor of Science in Mechanical Engineering with a minor in Psychology from UMass Amherst. He holds FINRA Series 7, and 66 registrations through Securities America, Inc. as well as Life, Accident and Health insurance licenses. He is licensed to transact securities business with residents in Rhode Island, Massachusetts, Texas and Virginia.

He is a member of Mensa and volunteers for the Multiple Sclerosis Society. In his free time, he enjoys triathlons, travel, and adventure (obstacle course) races.

Mr. Doran resides in North Kingstown, RI.
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"I love working with a team of experts!  It allows me to focus on planning and most specifically income planning as people approach retirement.  Investing during retirement is very different than investing during your working years!"

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Todd H. Sadwin, AIF​​®
(401) 681-4266 ext. 13
​Todd H. Sadwin is the Chief Operations Officer and Financial Planner for Ivy Wealth Management. He started his financial services career in 1999 for GE Financial and today works with individuals, families and business owners to help them achieve their long-term financial goals through comprehensive financial planning. As the COO Todd is responsible for the day to day operations  for Ivy Wealth Management.

Todd attended the University of Rhode Island where he majored in psychology.
He currently holds the Accredited Investment Fiduciary® designation. 

Todd resides in Cranston, Rhode Island with his wife, Bernadine and their children, Max and Zoe.
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Michael A. Kiernan
(401) 681-4266 ext. 15
Michael Kiernan is a Financial Advisor at Ivy Wealth Management and began his financial services career at Merrill Edge, a Bank of America company.  He works directly with our clientele to provide timely support and guidance in helping them achieve their financial objectives through comprehensive planning, risk management, and private wealth management strategies.  Michael’s work ethic is evident in that he earned both his Bachelor’s and Master’s degrees from Quinnipiac University in just four years. 

​ Outside the office, Michael enjoys running, cycling, and playing golf.  He currently resides in Narragansett, RI.

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Jackie Herzig
(401) 681-4266 ext. 12

Jackie Herzig is our Senior Client Associate at Ivy Wealth Management.  In her role, she assists clients with their transition to the firm, as well as continuously throughout their relationship with the firm, by coordinating all administrative tasks and duties in a timely manner.  With more than two decades of office management experience and client support, she is the glue that holds our firm together.
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Diane Marchetti
(401) 262-2043 
Diane Marchetti is an Administrative Associate to Sean Marchetti with Ivy Wealth Advisors, formerly Corner Office Financial. With a long history in administrative work and over 5 years of experience in this specific role, Diane plays a key part in all back-office support and helps maintain client relationships throughout their time with the firm. She is a great asset to Sean and is an essential member to the development and organization of his office.
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Diane currently resides in Cranston, RI with her husband Al and her two sons. Outside of the office she enjoys walking, cooking, and reading.

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Deb Senesi
(401) 262-2045
​Deb Senesi attended St. Raphael Academy and Providence College. After working as the personnel manager for a manufacturing company for seven years, she was referred into a financial service business. She attained her license for the sale of life and disability insurance and fixed annuities. Although she has maintained these licenses over the years, her primary focus for the last 25 years has been to assist her husband, Mel Senesi, in the firm’s retirement plan practice.

Deb also handles internal practice administration, interacting with Mel and other advisors on the team. She provides ‘back office’ support essential in helping advisors service the clientele. Her many years of experience provides a clear insight into connecting clients with a member of the team best equipped to deal with a topic in question.

As a result of Deb’s congenial manner in client focused activities, over the years she has become a familiar face and voice to the clients of the firm.
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Deb resides with her husband Mel in Cranston, RI. Her non- business interests include cooking, hiking, gardening and an occasional “vacation” round of golf with Mel and spending time with her grandchildren. She and Mel are the proud grandparents of three granddaughters.
Olivia Caronna
(401) 681-4266 ext. 20
​Olivia Caronna is a Client Associate at Ivy Wealth Management and helps clientele with all of their administrative needs from the time they transition to, and throughout the life of their relationship with, our firm.  With nearly ten years of service and administrative experience, she has been a tremendous resource to our clientele and continues to make key contributions to the development of our organization. 

​Outside of work, Olivia is pursuing a degree in Law and Policy and maintains a very active role in her community.

​Investment advisory services are offered through Ivy Wealth Management, Inc., a DBA of The Patriot Financial Group, LLC.

Securities are offered through Securities America, Inc. (SAI) member FINRA/SIPC. SAI is separately owned and other entities and/or marketing names, products, or services referenced here are independent of SAI. This communication is strictly intended for individuals residing in the states of CT, FL, GA, MA, NJ, NY, RI, SC, & WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

PLEASE NOTE: When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites.


​We do not provide tax or legal advice; it is important to coordinate with your tax or legal advisor regarding your specific situation

CLICK HERE FOR A COPY OF THE PATRIOT FINANCIAL GROUP RELATIONSHIP SUMMARY (FORM CRS)    

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This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Ivy Wealth Management, Inc., The Patriot Financial Group LLC, and Securities America, Inc. are all separate entities
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  • Home
  • About
    • Our Name
    • Our Mission
    • Our Vision
    • Our Team
  • Services
  • Contact
  • CLIENT LOGIN - TD AMERITRADE