Rockland, ME Office

Briana Andreoni is a financial advisor at Apollon Wealth Management, LLC with 19 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 20 years before joining Apollon Wealth Management and Purshe Kaplan Sterling Investments in 2021. Apollon Wealth Management serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm offers comprehensive advisory services with a multi-layered investment process that integrates fundamental and tactical strategies, tax-aware tools, and independent sub-manager oversight.

William Carr is a financial advisor at Apollon Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at UBS Financial Services for 17 years before joining Apollon and Purshe Kaplan Sterling Investments in 2021. Outside of his advisory work, he serves as the head girls varsity basketball coach at Old Orchard Beach High School. Apollon Wealth Management serves a diverse client base including individuals, families, trusts, businesses, and charitable organizations, offering comprehensive advisory services such as portfolio management and financial planning. The firm employs a combined investment approach involving centralized strategy mandates and local portfolio oversight, integrating both quantitative and qualitative methods along with tax-aware tools.

Paul Spizzuoco is a CFP® professional with 26 years of industry experience. He is currently a wealth advisor at Apollon Wealth Management, LLC and Purshe Kaplan Sterling Investments, having previously worked at UBS Financial Services for 22 years. Apollon Wealth Management serves a diverse client base including individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, retirement plans, and pooled investment vehicles. The firm combines centrally managed strategies with local portfolio decision-making, employing both fundamental and tactical approaches alongside tax-aware tools and independent sub-managers.