Helping you achieve financial stability and security.

Rhode Island

Smithfield, RI 02917

30 years in business!

Scott Everly, Executive Vice-President

Scott joined the firm in 2015, and is following in his father’s footsteps, working alongside Art Everly, who has served the financial planning profession for more than 40 years.  In January 2016, Scott enrolled with the American College of Financial Services, studying to earn his Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations, and considers himself fortunate to able to learn the profession first hand from the other advisors at the firm who are Certified Financial Planner™ professionals.

Scott is dedicated and passionate about helping other people and prides himself on taking the time to understand the complex details of each client’s situation to help them make the informed decisions to achieve the best possible outcome and realize their personal and financial goals.

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

Scott Everly bio photo

Scott can be reached at (401) 356-1400 ext 114 or at