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7 results total, viewing 1 - 7

Two at Finn Wealth Management Win Awards

John Finn and Sharon Meehan were both recently recognized with the Five Star Wealth Management Award for the fifth consecutive year. More

David R Reiser- Named to Barron's "Top 1,200 Financial Advisors"

Newport, RI, February 24, 2015- Morgan Stanley announced today that David R Reiser, an Executive Director, Family Wealth Director in the Firm's Newport RI and Greenwich CT Wealth Management offices, has been named to Barron's list of America's Top 1,200 Advisors: 2015 State-by-State. More

David R. Reiser Receives Promotion at Morgan Stanley

Morgan Stanley announced today that Mr. David R. Reiser has been promoted to Executive Director. More

Investment Strategist and RI Native to Head BNY Mellon Wealth Management Office in Providence

NEW YORK and PROVIDENCE, July 12, 2012— BNY Mellon, the global leader in investment management and investment services, has hired Rhode Island native Thomas P. Fay to head its regional wealth … More

Community Leaders Recognized

United Way of Rhode Island Welcomes New Board Chair and Announces Community Awards The past year has been one full of challenges for United Way of Rhode Island as more people than ever … More

Bentley Wealth Advisors, LLC Acquires Delfino and Associates’ Wealth Management Division

Warwick, RI – October 3, 2011 – Bentley Wealth Advisors, LLC (www.bentleywealth.com ), a Warwick based wealth management firm, announced today it has acquired the wealth management division of … More

BNY Mellon Wealth Management Hires Cranston Native as Sales Director

PROVIDENCE, R.I., March 18,2010—BNY Mellon Wealth Management has hired Judith Rowland as a vice president to join its expanding business development team for Boston and parts of New England, one of … More