Broker Check

Our Team

The above representatives are also registered Investment Advisory Representatives which means that in addition to their professional services as brokers, each is also registered with the Firm’s investment advisory business where they manage client portfolios.

Client Service & Team Support

Kristin Cambio

Kristin M. Cambio, WMSSM

Senior Wealth Management Associate

(401) 444-0215

(401) 351-1080

Nicholas Cardello

Nicholas Cardello

Wealth Management Associate

(401) 444-0241

(401) 351-1080

Christy Hill

Christy N. Hill

Director of Finance and Operations

(401) 444-0252

(401) 351-1080

Carol Sabins

Carol E. Sabins

Administration and Client Service

(401) 351-1000

(401) 351-1080

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.