Helping you achieve financial stability and security.

Rhode Island

Smithfield, RI 02917

Kevin Worthley, CFP® Executive Vice-President

Kevin Worthley is a CERTIFIED FINANCIAL PLANNER™ practitioner.  He graduated from the University of Miami with a BA in Economics.  Kevin provides full service financial planning services to individuals and small business owners.  He also has extensive experience and expertise in college financial planning, helping clients with concerns of how to pay college costs for their children.

Kevin is a member and past Board Director of the RI chapter of the Financial Planning Association, and a past member and Board Director of the Association of Divorce Financial Planners.  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 in other publications.  Kevin has been consulted and quoted in the national media on issues regarding divorce planning and college planning.

Kevin serves our broker-dealer customers as a Registered Representative and our investment advisory customers as an Investment Advisor Representative.

Kevin Worthley

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