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Our Insurance & Investment Services Team


Gregory Agnone, CWS
President & CEO
Greg founded Agnone & Associates in 2000. He has a Masters Degree in Finance from Bryant College and a Bachelor's Degree from Northeastern University. His dream of opening a one-stop financial shopping experience is carried on through today by the experienced staff of Agnone & Associates. Greg Agnone is a Certified Wealth Strategist.
Besides his passion for helping people grow financially Greg is an avid sports fan as a season ticket holder for the Boston Bruins and Boston Celtics. He is also very active in the community serving as Past-President of the Glocester Lion's and current Director on their Board. Greg is also the former Chairman of the Glocester Economic Development Commission. 


Coming soom

Denise Agnone

Denise serves as Vice-President of Operations and coordinates our office support functions. Her previous experience at Citizen’s Bank and Providence Washington Insurance Company serves her well in this role. Denise is diligent in resolution of customer service issues and quality control.


Mark Sully
Mark brings 19 years of financial services industry experience to our firm. Most recently with a CitiGroup affiliate.  As a resident of East Bridgewater, Mass.  Mark will assist in our expansion into the Bay State.  Retirement and education planning as well as life insurance are among Mark’s areas of expertise. He can be reached through the office here in RI.



The Team

Our entire team is dedicated to providing exceptional customer service.

We are only satisfied when our clients are happy.