Our Qualifications
Simone M. Gladstone, CFP®
Educational Background:
Bachelor of Arts, Gonzaga University, 1987
Certificate in Financial Planning, Merrimack College, 2000
Business Experience:
Managing Member & Investment Adviser Representative at Compass Rose Strategic Partners LLC: 10/2012 – Present
Registered Representative at Triad Advisors, LLC.: 10/2012 - Present
Certified Financial Planner, Vice President – Wealth Management Senior Investment Management Specialist at Morgan Stanley Smith Barney: 07/2000 – 10/2012
Certified Financial Planner, Assistant Vice President at Merrill Lynch:
12/1991 – 07/2000
Captain, 1207 Transportation Company Commander at United States Army/Rhode Island National Guard: 1983 – 1998
Simone Gladstone has no disciplinary actions agaisnt her.
Lynn T. Cravinho, JD, CPA
Educational Background
Bachelor of Science, Magna Cum Laude, Providence College, 1990
Juris Doctor, Cum Laude, Western New England College School of Law, 1993
Business Experience:
Managing Member, Chief Compliance Officer & Investment Adviser Representative at Compass Rose Strategic Partners LLC: 10/2012 - Present
Registered Representative at Triad Advisors, LLC.: 10/2012 - Present
Registered Representative, Investment Adviser Representative at Morgan Stanley Smith Barney: 02/2008 - 10/2012
Principal/Partner at O'Brien, Shafner, Stuart, Kelley, Morris, P.C: 01/2003 – 01/2008
Associate at O'Brien, Shafner, Stuart, Kelley, Morris, P.C: 03/1997 – 01/2003
Senior Tax Consultant at PricewaterhouseCoopers: 03/1995 – 03/1997
Tax Associate at PricewaterhouseCoopers: 08/1993 – 03/1995
Lynn Cravinho has no disciplinary actions against her.
Mercedes Lane
Client Services Manager
Registered Assistant
Stefanie Lafaille
Administrative Assistant