Agnone & Associates Financial Services

Our Staff

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Our Staff

Our Insurance & Investments Team

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Gregory Agnone
Greg has been in the investment business since 1995. He has a Masters Degree in Finance from Bryant College and a Bachelor's Degree from Northeastern University. He is the founder of Agnone & Associates. Agnone & Associates is a Registered Investment Advisory (RIA) firm licensed in Rhode Island, Massachusetts, Connecticut, and Florida.
 
In addition, Greg's has 20+ years in Property / Casualty Underwriting and Marketing management and has been involved in the formation and management of captive insurance companies.
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Bill Simas
Truly an advocate for middle America, Bill takes an educational approach to serving his clients and providing solutions that are suitable for them. He is a hard worker who takes pride in helping people understand how to make the rules of money work in their favor instead of against them. Bill has been with Agnone & Associates since 2003 and has over 10 years experience in the financial services industry.
 

Peter A. Ruggieri
Peter is a highly regarded recent addition to Agnone & Associates. He will be responsible for the development of Property and Casualty business for the firm. Peter brings decades of experience to Agnone & Associates from various financial services endeavors including time at a Fortune 500 financial services firm.
 
Some may know Peter as the award winning co-host of the "Chepachet Chatter" television program and as a former Town Council member in Glocester. 
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Mark Sully
Mark brings 13 years of financial services industry experience to our firm. Most recently with a CitiGroup affiliate.  As a resident of East Bridgewater, Mass.  Mark will assist in our expansion into the Bay State.  Retirement and education planning as well as life insurance are among Mark’s areas of expertise. He can be reached through the office here in RI or at (781) 589-8801.
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Denise Agnone

Denise serves as Vice-President of Operations and coordinates our office support functions. Her previous experience at Citizen’s Bank and Providence Washington Insurance Company serves her well in this role. Denise is diligent in resolution of customer service issues and quality control.

 

Victoria Agnone

The next generation in our business, Victoria is responsible for our direct mail campaigns and general office duties. She has been around the business since her early childhood and has a genuine interest in our business and servicing our clientele.

 

Agnone & Associates -- Phone: (401) 568-2836, Fax: (401) 568-2856 email:info@agnonefinancial.com