Our Team

    Our Team

    Paul Santucci Financial Services was founded in 2002 as Paul sought an independent way of selecting investments that carried no proprietary labels or products for his clients' portfolios.

    In 2006, Paul chose to partner with Commonwealth Financial Network®, one of the preeminent Registered Investment Adviser–independent broker/dealers in the United States. The alliance with Commonwealth ensures that clients receive a wide variety of investment choices to complement their goals. It also helps the company best serve clients in a seamless and efficient manner by providing back office, investment, and technology support.

    National Financial Services LLC (NFS), member NYSE/SIPC, is the institutional firm that Commonwealth uses to provide custodial functions, as accounts are carried by NFS. So investment checks are made payable to NFS for accounts that are held with NFS. Of course, many accounts can also be held with mutual fund families directly.

    NFS is an independent company and is not affiliated with Commonwealth Financial Network.

     

    Paul Santucci

    AIF

    Paul started his career with Northwestern Mutual in 1992, and he founded Paul Santucci Financial Services in 2002. His practice specializes in retirement income planning, and he works with many business clients in the southern New England area. 

    Paul completed Bryant University's Financial Planning Certificate Program, and he earned the Accredited Investment Fiduciary® (AIF®) professional designation from Fiduciary360. He has formal training in investment fiduciary responsibility.

    A Rhode Island native, Paul has resided in Greenville for more than 45 years, and he lives there now with his wife, Liz, and children, Nicholas and Marissa. 

    His hobbies include golf, gardening, and skiing. 

    Community
    Paul is very active in a greenhouse and garden project at St. Philip School. This project has donated more than 50,000 pounds of fresh produce to the Rhode Island Community Food Bank and more than 6,000 plants to other community gardens.

    Registrations/Appointments held through Commonwealth:

    • General Securities Principal (FINRA Series 24), 2003
    • General Securities Representative (FINRA Series 7), 2002
    • General Securities Principal (FINRA Series 9/10), 2002
    • Uniform Investment Adviser Law (FINRA Series 65), 1999
    • Uniform Securities Agent State Law (FINRA Series 63), 1996
    • Licensed Insurance Broker/Agent

     

    Amy Lombardi

    Office Manager

    Amy came on board in November 2017 with a wealth of experience as an administrative assistant, formerly with two financial service firms.

    Known for her cheerful disposition, she works from 9 a.m. to 3 p.m., Monday through Friday.

    Amy lives locally with her husband, Ronnie, and son, Rocco.

    Liz Santucci

    Administrative Assistant

    Elizabeth Resendes Santucci, CPA, MST

    Liz has more than 30 years of accounting and income tax experience, advising closely held businesses as well as high-net-worth individuals. She assists her husband, Paul Santucci, in internal operations and the development of client financial plans.

    In addition to her role at Paul Santucci Financial Services, Liz works on a part-time basis at Sansiveri, Kimball & Co., LLP, an accounting and business advisory firm in Providence, Rhode Island.

    Education

    • Bryant University, Master of Science in Taxation degree
    • Johnson & Wales, Bachelor of Science in Accounting, summa cum laude

    Licenses & Credentials

    • CPA – Certified Public Accountant
    • MST – Master of Science in Taxation

    Lisa Sidibe

    Adminstrative Assistant

    Lisa came on board in April 2018. She has 15-plus years of mutual fund and banking experience.

    Lisa's duties are primarily in servicing employer-sponsored retirement plans and insurance.

    She works from 9 a.m. to 5 p.m., Monday through Friday.

    Amanda Bartolini

    Receptionist

    Amanda is our receptionist.

    She started with us in October 2018 and brings experience from the retail banking space.