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.
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Melissa L. TrappSenior Vice PresidentInvestment Manager401-574-1530mtrapp@bariinvestments.com |
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Melissa has been in the financial services industry for more than 25 years. Melissa is a Chartered Retirement Planning CounselorSM (CRPC®) from the College of Financial Planning and an Accredited Investment Fiduciary® (AIF®) from the Center For Fiduciary Studies. She is a Registered Securities Principal through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. She holds FINRA Series 24 General Securities Principal registration, a Series 65 Uniform Investment Advisor registration, a Series 7 General Securities Representative registration through Commonwealth Financial Network®, and a Rhode Island Life, Accident and Health Insurance producer's license. Melissa is responsible for the daily management and oversight of the BankRI Investment Services program in addition to serving as the Office of Supervisory Jurisdiction (OSJ) for Commonwealth Financial Network. Melissa serves on the Board of Trustees of the Providence Preservation Society. She serves on the Finance and Investment Committees of both the Providence Preservation Society and Dorcas International Institute. Melissa is a former registered representative of Fleet Investment Management; vice president of the FIS Companies; operations manager of the Mutual Benefit Life Insurance, and a trust administrator with RI Hospital Trust National Bank. Melissa was recognized as one of "Ten to Watch" by Providence Monthly in 2006, and was one of the "Women to Watch" by Providence Business News in 2013. She received the Five Star Wealth Manager Award* in 2014, 2015, and 2016. In her spare time, she enjoys golf and traveling. *Five Star Award is based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 637 Rhode Island wealth managers were considered for the award; 194 (31 percent of the award candidates) were named 2015 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information please visit www.fivestarprofessional.com |
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Kevin DeAngelisSenior Financial Consultant401-574-1259kdeangelis@bariinvestments.com |
As a senior financial consultant, Kevin assists clients with retirement and investment planning. He has been in the financial services industry for more than 23 years. He currently holds FINRA Series 7 General Securities Representative registration, a Series 65 Registered Investment Advisor registration through Commonwealth Financial Network®, and a Rhode Island and Massachusetts Life, Accident and Health Insurance producer license. Before joining Bank Rhode Island, Kevin was a financial consultant with Citizen's Investment Services. Kevin is a Certified Retirement Counselor® (CRC®) from the International Foundation for Retirement Education®. Kevin has a BS in marketing from the University of Rhode Island. He is currently on the board of his local YMCA and serves as treasurer for the Wickford Art Association and the Saw Mill Homeowner's Association.
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Alan J. TestaSenior Financial Consultant401-574-1348atesta@bariinvestments.com |
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Alan works closely with his clients, asking the right questions to fully understand where they are financially, and where they want to be. He works with them to find a strategy that fits, and meets with them at least annually to make sure that as circumstances change, so does that strategy. Alan holds a FINRA Series 7 General Securities Representative registration, a Series 66 Uniformed Combine Registered Investment Advisor Investment Advisor registration through Commonwealth Financial Network®, and a Rhode Island and Massachusetts, Life, Accident and Health Insurance producer license. Alan also maintains a Certified Retirement Planning Counselor® (CRPC®) designation from the College of Financial Planning. He received the Five Star Wealth Manager Award* in 2015, 2016, and 2017. Prior to joining Bank Rhode Island, Alan was a financial advisor with Morgan Stanley and UBS. He has a BA from University of Rhode Island and resides in North Providence. *Five Star Award is based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 637 Rhode Island wealth managers were considered for the award; 194 (31 percent of the award candidates) were named 2015 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information please visit www.fivestarprofessional.com |
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Dana A. ShermanVice PresidentCompliance Officer401-574-1638dsherman@bariinvestments.com |
Dana has been in the financial services for 20 years. Dana is a Registered Securities Principal through Commonwealth Financial Network member FINRA/SIPC a Registered Investment Adviser. He holds a Series 24 General Securities Principal registration, a Series 8 NYSE Branch Manager's registration, a Series 65 Uniform Investment Advisor registration, a Series 7 General Securities Representative registration, and a Rhode Island Life, Accident and Health Insurance license. Dana is responsible for the daily operations and oversight as well as all compliance related functions for the BankRI Investment program. He is a former Senior Registered Representative of Quick & Reilly. Dana attended Franklin Pierce College in Rindge, NH where he majored in Finance. Dana resides in Cranston with his wife and daughter.
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Lori ReinhardtInvestment Officer401-574-1587lreinhardt@bariinvestments.com |
As an Investment Officer and Registered Representative, Lori works with the entire team to provide excellent customer service, sales support and back office functions. Lori has been in the industry for over 15 years. Lori currently holds a Series 7 General Securities Representative registration, and a Rhode Island Life, Accident and Health Insurance producer license. In addition to her work at Bank Rhode Island, she volunteers for Gaspee Days Road Race and PPS Historic Homes Tours. Lori formerly worked for Ameriprise in South Bend, IN. She holds a BA in Business Administration and Economics with a minor in Finance and History.
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Mackenzie M. RichardsSenior Financial Consultant401-574-1693mrichards@bariinvestments.com |
As a Senior Financial Consultant, Mackenzie works closely with his clients to identify their long term goals and make sense of their finances so that it puts them in a better position to realize these goals. He is a firm believer in ongoing two-way communication as financial goals and external factors can necessitate updating a financial plan. Mackenzie is a Certified Financial Planner™ and holds a BA in Business Administration from University of RI, MS in Business Administration from San Diego State University, and an Executive Financial Planner certificate from San Diego State University. He served as a mortarman and dog handler in the U.S. Marine Corps and was deployed to Iraq and Afghanistan. Prior to joining Bank Rhode Island, Mackenzie was a financial advisor at Citizens Bank. He currently resides in North Kingstown, RI.
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Kirsten BagagliaSenior Financial Consultant401-574-1159kbagaglia@bariinvestments.com |
As a Senior Financial Consultant, Kirsten uses a comprehensive and risk adjusted approach to deliver clients individualized guidance to meet their financial goals and prevent unintended financial consequences. She holds a FINRA Series 7, 63, 65 and holds a RI Life & Health Insurance Producer license. Prior to joining Bank Rhode Island, Kirsten was a Premier Advisor at Citizens Bank. She has a BA in Economics from the University of Rhode Island and resides in Johnston, RI with her husband, Ryan and dog, Toby.
Disclaimers
The financial advisors of BankRI Investment Services offer securities and advisory services through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Bank Rhode Island is not a registered broker-dealer or Registered Investment Adviser. Bank Rhode Island and Commonwealth are separate and unaffiliated entities.
This communication strictly intended for individuals residing in the states of CA,CO,CT,DE,FL,GA,MA,MD,ME,MI,MO,NC,NH,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.
