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.
Get in touch and put our experienced Providence-based team to work on your behalf.
Our Providence Team
President – New England
Regional Director – Private Banking
Send us an email and we’ll schedule a call that works for you.