Wealth Management Resources, Inc
Wealth Management Resources, Inc. was founded with the goal of assisting our clients in many aspects of their financial lives. Serving clients out of our N. Smithfield, RI office, we strive to create financial stability and security to provide financial independence and peace of mind. Since 1994, we’ve evaluated personal investments, retirement income planning, tax reduction techniques, insurance needs, business and estate planning, financing options, cash flow, company benefits and more. We take the time to educate our clients during the financial planning process, giving them the insight and confidence to make their own significant financial decisions. Please visit: https://wealthmanagers.com/important-disclosures/
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Verified contacts
11
available on Kipplo
LinkedIn employees
9
1 to 10 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
0
tools in use
Monthly traffic
53
organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- SE
Scott Everly
Vice-president · General Business & Management
EmailPhone - MD
Marissa Duckworth
Office Manager · Operations
EmailPhone - TC
Todd Casazza
Certified Financial Plannertm · Finance & Accounting
EmailPhone - AM
Alexander Medici
Vice President, Investment Analyst · Finance & Accounting
EmailPhone - KW
Kevin Worthley
Executive Vice President, Registered Principal, Cfp, CCO · Other
EmailPhone - CD
Christopher Dipetrillo
Certified Financial Planner · Finance & Accounting
EmailPhone - EW
Emily Wilkinson
Administrative Assistant · Operations
EmailPhone - JL
Jeremy Lawton
Assistant Hockey Coach · Other
EmailPhone - DP
Deborah Palmer
President · General Business & Management
EmailPhone
Showing 9 of 11 verified contacts
Top roles at Wealth Management Resources, Inc
11 distinct titles indexed · top 10 shown.
- 1administrative assistant
- 1assistant hockey coach
- 1book author
- 1certified financial planner
- 1certified financial plannertm
- 1executive assistant
- 1executive vice president, registered principal, cfp, cco
- 1office manager
- 1president
- 1vice president, investment analyst
- +1more titles
Sign up to unlock all 11 contacts at Wealth Management Resources, Inc
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