Barrett W. Costello

With over 20 years of financial services experience, Barrett has spent much of his career customizing financial solutions to the needs of his clients which includes Financial Advisors, Institutions, and now mass affluent and high net worth individuals. Barrett’s team operates as a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC. In addition to building his business by referral, Barrett has built a large part of his business through the acquisition of financial planning practices from retiring baby boomers who are looking for a succession plan for their valued clients.

After graduating from Roger Williams University in 1999 with a B.S. Business Management with a concentration in Finance, Barrett went to work at Fidelity Investments which served as the foundation for his career. Over much of his career Barrett was responsible for the distribution of investment solutions through intermediaries in key markets such as California and New England. Starting his career at Fidelity Investments, Barrett then went to FBR Funds which got acquired by Hennessy Funds then Neuberger Berman where he was responsible for distribution of all investment solutions including Private Equity offerings in New England. In 2017, Barrett decided to go into private practice, where he enjoys working with the mass affluent and high net worth individuals and families on retirement income strategies, inter-generational wealth transfer strategies and other financial strategies to accomplish what is most import to them.