Broker Check


What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.


Tuesday, January 28, 2020

Watch our Wealth Management team's Vice President, Mark Rapoza, discuss the opportunities that lie ahead as we embrace a new decade. Welcome to a New Decade


Wednesday, June 5, 2019

Our Vice President of Wealth Management talks with Providence Business News about emerging themes in financial planning and portfolio management. Five Questions with Mark Rapoza


Monday, February 26, 2018

We want to share with you one of our advisors recent appearance on 'An Hour with Bob', a RI Broadcast TV show. In the program, Mark Rapoza discusses the role of a Financial Advisor, college and career planning, and the changing...