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 23 years, and working with clients for the last 21 years.
When he is not working, Ian enjoys spending time with his wife and three children, golfing, and traveling. He resides in Portsmouth, RI.
401-324-4222
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.
401-324-4218
Tara Winston, Director of Client Operations
Tara, our Office Manager, has a degree in Psychology from the University of Vermont . She has been working at Aquidneck Wealth Management for the last 11 years. She resides in Portsmouth, with her husband and two children. She enjoys spending time with her family, sailing, running and traveling.