Kevin has over 20 year of experience in the industry and focuses on building client relationships and assessing financial circumstances to develop individualized strategies to meet short- and long-term financial goals. He uses a comprehensive approach to not only build clients’ wealth, but also to manage expenses, protect assets, and plan income for now and in retirement. Kevin is particularly knowledgeable in managing complex transactions involving mutual funds, exchange-traded funds, stocks, and bonds. Prior to joining BankRI, he spent nearly 16 years with Webster Bank/LPL Financial as Senior Vice President, Financial Consultant, and previously worked for The Hartford and The Phoenix Companies. Kevin lives in North Kingstown with his wife and children, and graduated from Bentley University in Massachusetts with a degree in finance. He is a Certified Funds Specialist, and holds Series 7, 24 and 66, and Life and Health licenses. In his spare time, he enjoys golf and tennis.
