RHODE ISLAND
East Providence
Odelisa Antunes
Transition Specialist
Steven Earle
Financial Advisor
Andrea Freitas
Director of Marketing
Koby Gartner
Wealth Management Advisor
Faith Horrocks
Administrative Assistant to East Providence Team
Jim Joly
Wealth Management Advisor
Naji Karam
Financial Advisor
Luis Obando
Financial Advisor
Darrien Slaughter
Financial Advisor
David Weinberg
Wealth Management Advisor
Chandler Winchester
Financial Advisor
Contact Us
We Want to Hear
From You
Looking to optimize your financial plan? Submit your information to receive a call from one of our Advisors.
Interested in exploring a career in Financial Services? Our Managing Directors can provide expert guidance and discuss career growth opportunities. Submit your contact information, and we'll reach out to schedule a call.