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