Financial Advisor

Joanne M. Daly, CDFA®, Financial Advisor, Morgan Stanley

One Financial Plaza, 19th Floor
Providence, RI 02903

Joanne Daly

401-863-8467

Member Since: 2021

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South County Wealth Planning

Saunderstown, RI 02874

Sue Gardiner

401-360-4151

Member Since: 2024

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Barnum Financial Group

200 Crossings Blvd., Suite 200
Warwick, RI 02886

Jake Darsch

401-243-8823

Member Since: 2017

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Edward Jones - Leah Gardiner - Financial Advisor

430 Main Street
Wakefield, RI 02879

Leah Gardiner

401-783-3230

Member Since: 2016

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Legacy Financial Advisors, Inc.

238 Robinson Street
Wakefield, RI 02879

Larry McHugh

401-364-1000

Member Since: 2014

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Edward Jones - Michael Paolino, CFP®, ChFC®, CPWA®

24 Salt Pond Road, Suite D3
South Kingstown, RI 02879

Michael Paolino

401-783-7548

Member Since: 2008

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Edward Jones - Shawn Juenger - Financial Advisor

4649 Old Post Road
Charlestown, RI 02813

Shawn Juenger

401-364-6038

Member Since: 2016

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The Strategic Retirement Benefits Group, LLC - Karen Robinson. CPFA®

North Kingstown, RI 02852

Karen Robinson

4017428062

Member Since: 2024

The Strategic Retirement Benefits Group (SRBG) specializes in 401(k)s, 403(b)s, and Non-Qualified Plans. We deliver innovative consulting services to enhance retirement outcomes and protect plan fiduciaries. Our advisors offer due diligence, benchmarking

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76 Wealth Advisory, LLC