Sean M. Marchetti
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 Cetera Financial Specialists, as well as Life, Accident and Health insurance licenses.
He 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 at Ivy Wealth Advisors."