I utilize a highly personal approach, taking the time to understand each advisor’s way of working with their clients, their areas of expertise, and their selling and service style. I then help them develop strategies to better attract new clients, retain existing relationships, and deepen the level of service they provide. I also work extensively with people just beginning their careers in financial services, helping them acquire the knowledge and skills they need to succeed.
I am licensed and registered to offer products and services in RI. Licenses and registrations will vary.
Domiciled in RI.
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