Kerry Wilson

About Kerry Wilson

As a native Rhode Islander, I have a responsibility to deepen financial literacy, banking and investment education in the communities I serve. Being the oldest child, family responsibilities came at an early age and those struggles quickly became life lessons. I spent my early education in Providence Public Schools before journeying south to attend Tuskegee University in Alabama. As a financial advisor, I customize wealth strategies for my client’s and their families. My 30 + years of professional experience understanding concepts, analytical reasoning, allows me to adjust solutions in changing times, build trust, and client confidence by focusing on more than just the portfolio. I hold a series 7, series 63 and 65 investment licenses. I am committed to providing access to a broad range of competitive investment advisory services, client focused wealth management and simple language translation, so that you understand.Call 40••••••89, email k••••••••@lplfinancial.com Or visit Bank Newport’s Ocean Point Investment Solutions at Chapel View Blvd Suite 145 Cranston Rhode Island and the other Bank Newport locations in Johnston, Dorrance St (Downtown Providence), Wayland Square (Providence), and Narragansett Rhode Island.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Insurance products are offered through LPL or its licensed affiliates. BankNewport and OceanPoint Investment Solutions are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using OceanPoint Investment Solutions, and may also be employees of BankNewport. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BankNewport or OceanPoint Investment Solutions. Securities and insurance offered through LPL or its affiliates are: • Not Insured by FDIC or Any Other Government Agency • Not Bank Guaranteed• Not Bank Deposits or Obligations• May Lose ValueThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state

Experience

1. Financial Advisor

   LPL Financial

   Jun 2024 — Present · RI, US

   Demonstrate the ability to focus on your unique set of financial circumstances. Client focused wealth advisory services. Develop clear financial and life Priorities. Provide financial analysis, retirement, education and general Investment planning, portfolio management and rebalancing, business strategies, tax efficient investing strategies, Insurance, in person and remote portfolio monitoring to include annual review. Recommend a broad range of competitive investment advisory and wealth management services to addresses you and your family’s distinctive needs.

Education

• Tuskegee University. Tuskegee, Alabama

  Mechanical Engineering

Skills

• Analysis
• Leadership
• Employee Benefits
• Research
• Portfolio Management
• Loans
• Public Speaking
• Retirement
• Investments
• Financial Services
• Finance
• Community Outreach
• Sales
• Banking
• Credit
• Customer Service
• Management