Our Team


Ian S. Gerrior, Partner

A partner in our firm, Ian graduated from URI with a degree in Finance and started his career with Putnam Investments as a Portfolio Tax Accountant. Ian has been in the financial industry for the last 20 years, and working with clients for the last 19 years.

When he is not working, Ian enjoys spending time with his wife and three children, golfing, and traveling. He resides in Portsmouth, RI.


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Terence Glackin, Partner

A partner in our firm, Tery started his career in the financial services industry in 1993 as a stock broker in New York.  He resides in Jamestown with his wife and four children.  Tery is an avid sailor and spends his free time on the bay.


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Tara Winston, Office Manager

Tara, our Office Manager, has a degree in Psychology from the University of Vermont and has worked in social work for the past 8 years.  She has been working at Aquidneck Wealth Management for the last 9 years. She resides in Newport, with her husband and two children.  She enjoys spending time with her family, sailing, running and traveling.

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Patricia Frederick, Client Service Associate

Patricia joined our firm in 2016. She is an avid culinary enthusiast.  She is a frequent visitor to the states farmers markets.  She has two children and resides in Middletown with her husband. Patricia is not registered with Royal Alliance Associates, Inc.