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Samuel S

Series 63, Series 66

White Bear, MN

Greenup Street Wealth Management LLC

Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

Top 30 financial advisors of 739 near 01569

Out of 400,000+ nationwide

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Sean H

Series 66

Sherborn, MA

Edward Jones

Retirement income strategy Business ownership considerations Business exit / sale strategy Wealth management Founder/Business Owner Intergenerational Families
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Dennis A

Series 66

Auburn, MA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Military & Veterans Founder/Business Owner
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Patrick H

Series 66

North Smithfield, RI

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Business succession planning General estate planning guidance Executive Founder/Business Owner
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Mark F

Series 66

Hopkinton, MA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business exit / sale strategy General retirement planning Wealth management Founder/Business Owner
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Kevin J

Series 66

Franklin, MA

Edward Jones

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance
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Thomas C

Series 66

Cumberland, RI

Merrill

Thomas Curry is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1997 and holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Thomas brings expertise in college education planning, philanthropic planning, retirement income strategies, portfolio management, and financial services tailored for businesses, retirees, executives, and nonprofit organizations. Thomas earned a Bachelor of Science in Finance from the University of Rhode Island and a Master of Business Administration with a finance concentration from Bryant College. His approach emphasizes understanding clients’ life priorities to develop personalized financial strategies aligned with their goals and aspirations. Beyond his advisory role, Thomas is active in his community, serving as an assistant coach for youth hockey and as Vice President of the World War 2 Foundation, a nonprofit organization dedicated to preserving the histories of World War II veterans and survivors. He also supports his children’s sports activities and enjoys cooking, ice hockey, ice skating, and traveling.

Wealth management Retirement income strategy Business ownership considerations Founder/Business Owner Executive Approaching retirement Mid-Career Professionals
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Edy P

Series 66

Lincoln, RI

Merrill

Edy Pineda Solorzano is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, Edy focuses on providing comprehensive wealth management planning tailored to clients’ unique ambitions, helping them pursue goals such as funding education, planning for retirement and healthcare costs, and creating strategies designed to meet long-term family objectives. Edy works closely with clients to bring clarity and transparency to the complexities of investing and wealth planning. Edy’s expertise includes college education planning, corporate and employee benefits, executive services, divorce transition planning, and institutional investment consulting. He holds multiple professional designations, including Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Chartered Retirement Plans Specialist (CRPS). Edy earned a Bachelor's Degree from Florida International University and communicates fluently in both Spanish and English. In addition to his professional commitments, Edy is involved with several organizations such as ASPPA Benefits Council of Atlanta, Child Development Association, Junior Achievement Hispanic Outreach Program, and the Pension Education Council of Atlanta. His community involvement includes volunteering with Big Brother Big Sister, Meals by Grace, and United Way. Outside of work, Edy enjoys cooking, dancing, golfing, horseback riding, tennis, and spending time with his family.

Business exit / sale strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) General retirement planning Divorce financial planning Founder/Business Owner Executive
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Deidre P

Series 63, Series 66

Cumberland, RI

Merrill

Deidre Piers is an International Wealth Advisor with Merrill Lynch Wealth Management. She has been with Merrill since 2001, bringing over two decades of experience in guiding a select group of wealthy families through goals-based wealth management. Deidre emphasizes building personal relationships with her clients to better understand their risk tolerance and provide comprehensive financial services tailored to their entire financial needs. Deidre holds a Bachelor's degree in Economics from Boston University and earned the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute™ in 2010. Fluent in English and Spanish, she utilizes Merrill's investment resources and the banking strength of Bank of America to deliver bespoke strategies aligned with her clients’ aspirations and risk profiles. Her approach focuses on helping clients navigate complex market environments while maintaining financial health and achieving long-term goals. Deidre values relationships grounded in integrity, respect, and understanding, and is committed to supporting her clients through both prosperous and challenging times.

Wealth management ESG / Sustainable investing Women Professionals
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Robert W

Series 63, Series 66

Lincoln, RI

Merrill

Robert White is a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management in Boston, MA, where he has served since 2011. He specializes in providing multi-generational wealth management to established families and corporate entities, with a focus on holistic financial strategies for individuals as well as tailored planning for non-profits, planned giving, women, and lifestyle protection. Robert collaborates closely with his clients to develop personalized financial strategies that align with their long-term goals. With over two decades of financial services experience, Robert’s career includes roles at Morgan Stanley Smith Barney and Massachusetts Financial Services. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and maintains several FINRA registrations, including Series 7, 52, 63, 65, and 31. His educational background includes a Bachelor of Science in Business Administration with a concentration in Finance and International Business from Bowling Green State University. Robert is active in his community and supports cultural and educational organizations such as the Museum of Fine Arts Boston and Raising a Reader Massachusetts. He has been recognized with the Presidential Volunteer Award from the President of the United States. Outside of work, his personal interests include drawing, fishing, gardening, hiking, music, painting, photography, reading, traveling, and spending time with his family.

Wealth management Multi-generational wealth transfer Charitable giving & philanthropy General estate planning guidance College savings (529s, UTMA, etc.) Established Professionals
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Mirna S

Series 63, Series 66

Providence, RI

Merrill

Mirna Succari is a Senior Financial Advisor at Merrill Lynch Wealth Management. She brings expertise in estate planning and elder law to her role, complementing her advisory work within the firm. Mirna is an attorney specializing in estate planning and elder law. She is part of a family engaged in the financial and legal services fields and raises two children with her husband. Her professional credentials include designations such as Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Further educational background includes a Bachelor's degree from the University of Maryland, Baltimore County.

Wealth management General retirement planning
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