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.
Not affiliated with Cetera Financial Specialists