About Our Providence Office

Our Providence office sits in the heart of the Financial District and offers clients a range of customized wealth management services, including wealth planning, investment management and financial management. The team’s focus is on business owners, transition planning, estate planning and multi-generational wealth, complemented by dedicated personal service. In addition, Providence clients have convenient local access to the extensive global resources and services of BNY Mellon.

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One Financial Plaza
Suite 2200
Providence, RI 02903

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Office Hours

Mon - Fri: 8:30 AM-5:00 PM ET


Office Phone: 401-229-6096

Our Providence Team

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