SPECIAL PROMOTIONAL SECTION
Wealth & Legacy/Private Wealth Advisory
TW FINANCIAL GROUP
2155 Diamond Hill Road Suite 2 Cumberland, RI 02864
150 Midway Road Suite 175 Cranston, RI 02920
26 Valley Road Unit 101 Middletown, RI 02842
401-681-4999 https://www.ameripriseadvisors.com/team/tw-financial-group
TW Financial Group is committed
to investing in your life, to help
you make it more simple, confident,
and rewarding. We strive to
provide a comfortable, relaxed
atmosphere to allow our guests
to be at ease and benefit from our
knowledgeable advice. When it
comes to what’s truly important in
your life, you need advice you can
trust from an advisor who knows
and understands you. We welcome
you to experience how our team
will serve you beyond the scope of
your expectations. It is providing
these experiences that allows us
to build lifelong relationships with
our guests.
From top, left to right:
DAN GAMM, CRPC ® President, Private Wealth Advisor
KEN HEDISON, Senior Vice President
GREG SILVA, CFA, CRC ® Senior Vice President
BILL MARTIN, Financial Advisor
DEBRA PAGE, Practice Manager
KAYLA BALLOU, Advisor Concierge
GLEN ELEZI, Investment Analyst
MAGGIE WALZ, Client Service Specialist
MARISA GARBER, Client Concierge
ALLISON CORCORAN, Marketing Intern
KRISTEN BORTOLOTTI, Marketing Intern
Wealth & Legacy/Wealth Management
The team (left to right): Harold “Skip” Briggs, Jr., Dawn Filliatreault Wood,
Candace Furtado, Kimberly DeAngelis, Christopher Ricci.
BRIGGS ADVISORY GROUP
24 Albion Road Suite 440
Lincoln, RI 02865
401-334-3400 briggsadvisory.com
Briggs Advisory Group works with many families and individuals
that are retirees, professionals, business owners and trustees,
both locally and throughout the country. Briggs Advisory Group
works in conjunction with clients’ legal and tax professionals so
their financial plans are implemented, and carried out in a costeffective,
tax-efficient, and coordinated manner.
For advertising information contact
your marketing consultant or
Kieran Keating, Associate Publisher/Sales,
at 401-649-4888, [email protected]
104 RHODE ISLAND MONTHLY l AUGUST 2020