image of William Baugh

William J. Baugh

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

401-457-1920
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Cheryl Peters, APP

Investment Associate

401-457-1948

Nicholas Parker

Client Associate

401-457-1999

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

advisor

Wealth Management Consultant


advisor

Wealth Planning Associate


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