Andrew Pelletier

    Focus: Insurance Strategies, Investment Strategies, Business Owners, Charitable Giving, Business Succession Planning, Risk Management Strategies

    Languages: English, French

    Andrew specializes in new business continuation strategies through risk management. Andrew partners with Business Attorneys, Loan Officers and other trusted partners when completing/filing new business agreements. Andrew joined the firm in 2011, and advises business owners and their partners by protecting their intellectual and monetary capital. Andrew utilizes the teams’ focus planning and individual consulting services platform when advising clients’ concerns for long-term growth. Andrew has a Finance degree from the University of Mississippi. Series 7, 63, 65.

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    Barnum - Rhode Island

    Satellite Office

    200 Crossings Blvd. Ste 200
    Warwick, RI 02886