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