Helping you achieve financial stability and security.

Rhode Island

Smithfield, RI 02917

30 years in business!

Kevin Worthley, CFP® Executive Vice-President

Kevin Worthley is a CERTIFIED FINANCIAL PLANNER™ practitioner and formerly held the Certified Divorce Financial Analyst (CDFA) and Certified College Planning Specialist (CCPS) designations. He graduated from the University of Miami with a BA in Economics.  Kevin provides financial planning services to individuals, families, and small business owners, helping them navigate the financial seas to reach their goals and aspirations.  He has extensive experience and expertise in college planning, helping families who face the daunting challenge of financing higher education.

Kevin was a 20-year member and Board Director of the RI chapter of the Financial Planning Association. He also served as a past member and Board Director of the Association of Divorce Financial Planners, where he created the continuing education program for ADFP members.


From 2001 to 2019, he wrote a bi-weekly personal finance column for the Newport Daily News in Newport, RI as well as many articles for national publications such as Physicians Financial News and Stocks, Futures and Options.  Kevin has been interviewed on national media (such as Fox Business News) on issues regarding divorce finances and college planning.

Kevin serves our investment advisory customers as an Investment Advisor Representative.

Kevin can be reached at (401) 356-1400 ext 116 or at