Our Investment Approach

Click here to read more about our strategic approach to your investment portfolio.

Jim Wing

Jim Wing, AWM

Senior Vice President - Financial Advisor, Senior Portfolio Manager

401-457-1921

Prescott Wing, CFP®

Financial Advisor

401-457-1955 401-214-7809
Email |

Brandi-Leigh Joaquin

Senior Registered Client Associate

401-457-1921

Donna Carpentieri

Senior Branch Service Manager

401-457-1962

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