Investment Services

The team for today to help you achieve your goals tomorrow.

Whether you are thinking about retirement, or interested in investments, life insurance, or tax planning, BankRI’s financial consultants are here for you. Learn more about our high-touch approach and tailored solutions for both individuals and businesses by visiting our Investment Services website.

Retirement may just happen, but it takes planning, commitment, a vision for what you want and how to pursue it. Before retiring, you may be too busy earning income to manage and plan well for the future. And once you retire, you may be uncertain as to when to access your assets. That’s why we are here, to help you define, realize, and manage the retirement you want and deserve.

At BankRI Investment Services, a division of Bank Rhode Island, there is no one-size-fits-all solution. Your unique circumstances and objectives dictate both the method of investing and the types of vehicles chosen to pursue them. In contrast to cookie-cutter alternatives, BankRI Investment Services offers high-touch personal investment counseling for individuals and businesses right here in your community, where relationships matter and service is accountable.

Learn more about BankRI Investments’ broker/dealer, Commonwealth Financial Network

Click here for the Form CRS: Client Relationship Summary

BankRI Investment Services Logo

Meet our Investment Services Team

The team for today to help you achieve your goals for tomorrow.

The BankRI Investment team offers exceptional personal attention, outstanding investment products tailored to your needs and the knowledge and experience to help you pursue your financial goals. You will receive independent guidance from professionals you trust. Contact them for a complimentary initial consultation and let them address your concerns, answer your questions and put you at ease.

Melissa L. Trapp Headshot
Senior Vice President, Investment Manager
Alan J. Testa Headshot
Vice President, Senior Financial Consultant
Dana A Sherman Headshot
Vice President, Compliance Officer
Lori Reinhardt Headshot
Assistant Vice President, Investment Services
Kirsten Bagagalia Headshot
Assistant Vice President, Senior Financial Consultant
Kevin Vieira Headshot
Assistant Vice President, Senior Financial Consultant
Headshot of Richard Bergeron
Senior Financial Consultant
Stephanie Oliveira headshot
Client Service Associate


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Financial Resource Center

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Investor 360°

Whether you’re looking for a quick snapshot of your investments, or a more in-depth look, Investor360°® puts robust tools right at your fingertips, 24 hours a day. Check your performance, holdings, account activity, even run reports. Investor360° makes it easy to stay up-to-date on your investing.

*Upon entering the BankRI Investment Services website you will be leaving the This separate site will be provided and updated by our Broker Dealer Commonwealth Financial, which will include customer access, descriptions of account and services, market commentaries, calculators, etc.

The Financial Advisors of BankRI Investment Services offer securities and advisory services through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Advisor. Investments are not FDIC insured, are not guaranteed by BankRI and are subject to risks, including possible loss of principal. BankRI and Commonwealth are separate and unaffiliated entities. Bank Rhode Island is not a registered broker-dealer or Registered Investment Advisor. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.

This communication strictly intended for individuals residing in the states of CA,CT,FL,MA,MD,ME,MI,NJ,NY,OH,PA,RI,VA,VT,WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

All BankRI branches and offices will be closed on Monday, May 27, 2024, in observance of Memorial Day.