Broker Check

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Brad Ingegneri, CFP®, CRPC®, AIF®

Founder and President

(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...

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Mark Piccerelli, AIF®

VP Retirement Plan Services

(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...
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David Lea III

VP Insurance Services

(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...
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Ben Ingegneri, CLU®, ChFC®

Vice President of Business Succession and Estate Planning

(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...
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Ralph Coppola , CLU®, ChFC®, AIF​®

VP Corporate Benefits

(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...
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Michael Raspallo, CLU, ChFC®, AIF®

Senior Advisor & Vice President, Business Succession and Estate Planning

(401) 262-2040

(401) 921-4129

Mr. Raspallo, founder of Corner Office Financial, LLC, brings nearly 40 years of experience as an independent financial advisor in both major markets and small firm settings. He began the company to fill a void that left business...

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Emilio J. “Mel” Senesi, Jr., AIF®, PPC®, CFP®, ChFC®, CLU®

401 (k) Advisor

(401) 262-2044

(401) 921-4129

After receiving a Bachelor’s Degree 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...

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Sean M. Marchetti

Financial Advisor

(401) 262-2052

(401) 921-4129

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...

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Jeremy P. Doran

Retirement Coach

(401) 262-2048

(401) 921-4129

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...

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Todd H. Sadwin, AIF​​®

Chief Operations Officer and Financial Planner

(401) 681-4266

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...

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Michael A. Kiernan

Financial Advisor

(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...
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Jackie Hertzig

Senior Client Associate

(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...
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Diane Marchetti

Administrative Associate

(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...
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Deb Senesi

Director of Administration

(401) 262-2045

(401) 921-4129

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...
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Olivia Caronna

Client Associate

(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...
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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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