SPECIAL ADVERTISING SECTION Wealth & Legacy / Wealth Management
Left to right : LEWIS G . MAI CFP ® , APMA ® , VP
Investment Advisor & Financial Planner
CRISTINA FEDEN , SVP
Regional President , Eastern CT & RI
INNA WALKER , VP
MyBanker Relationship Manager
CESAR FERNANDES , SVP
Private Banker
BERKSHIRE BANK ’ S WEALTH MANAGEMENT TEAM Succession & Financial Planning / Income Opportunities / Comprehensive Fiduciary , Trust & Trustee Services / Socially Responsible Investing
At Berkshire Bank , our socially responsible approach to wealth management and relationship building contributes to meaningful change that will benefit future generations through sustainable and ethical business practices , products and investments .
Our team is comprised of thought leaders and experts in their field , with a suite of products and services to personalize your solutions , simplify your banking experience and diversify your future . New to the Rhode Island market is Lewis Mai , a vice president , wealth advisor & financial planner at Berkshire Bank . With over 10 years of experience in the financial services industry ,
Lewis is responsible for working with clients to help them build , preserve and transition generational wealth through comprehensive , goals-based financial planning .
A strong financial future begins with insightful planning . Our team of advisors have exceptional expertise in managing investments and will customize portfolios that align with your unique objectives and values , all while helping you navigate market dynamics . Our planning solutions examine the entirety of your personal financial situation with the goal of improving your overall wellness through innovation , personal guidance and knowledge .
Learn how we can help , please contact :
LEWIS G . MAI CFP ® , APMA ® , VP
Investment Advisor & Financial Planner 401-236-0259 • lmai @ berkshirebank . com
New York , Connecticut , Vermont , Rhode Island , Massachusetts
berkshirebank . com
Banking products are provided by Berkshire Bank : Member FDIC . Berkshire Bank is a Massachusetts chartered bank .
Investment products are NOT FDIC-INSURED , are NOT A BANK DEPOSIT , NOT GUARANTEED BY THE BANK , NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY and MAY LOSE VALUE .
148 RHODE ISLAND MONTHLY l AUGUST 2023