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...
Mark Williams (CRD# 1915541) is an Investment Advisor Representative working at Commonwealth Financial Network in Newport, RI and has over 28 years of experience in the finance industry. Mark Williams 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.
Athol Cochrane (CRD# 1945108) is an Investment Advisor Representative working at Prudential Financial Planning Services in Newport, RI and has over 25 years of experience in the finance industry.