Our Team
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!
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!
Mark Piccerelli, AIF®
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David Lea III
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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. Not affiliated with Securities America |
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. Not affiliated with Securities America |
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. 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.” |
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. Mel resides in Cranston, RI with his wife Debbie, has two adult sons, and he and Debbie are the proud grandparents of three granddaughters. |
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. “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" |
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. "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!" |
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. |
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. |
Jackie Herzig
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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.
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. 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. |
