Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Ronald Kent (CRD# 728447) is an Investment Advisor Representative working at Spinnaker Asset Management Inc. in Warwick, RI and has over 37 years of experience in the finance industry. Ron has a BS in Aerospace Engineering, an MS in Environmental Engineering, and is an Accredited Asset Management Specialist (AAMS). As a financial analyst, Ron has written original equity and fixed income research for institutions both here and in Europe. His specialty lies in equity strategy, portfolio design, and investment management.
Spinnaker Asset Management specializes in portfolio design, equity and fixed...
Maxine Johnson (CRD# 4921633) is an Investment Advisor Representative working at Foresight Personal Financial Planning, LLC in Attleboro, MA and has over 12 years of experience in the finance industry. Maxine Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Teresa Shumila-Wilder (CRD# 2091269) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Attleboro, MA and has over 17 years of experience in the finance industry.
Tanya Mayumbo (CRD# 6459320) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Attleboro, MA and has 1 year of experience in the finance industry.