SEC CRD #801-15330
Professional Planning Group | Rhode Island Financial Advisor | Raymond James Home Team Professional. Personal. All About You Established in 1975 Client Login Menu Professional. Personal. All About You. Talk To An Advisor We began in 1975 with a dream and a vision. We began in 1975 with a dream and a vision. The dream was to establish an independent wealth management firm in the historic New England town of Westerly, Rhode Island – a wonderful place to live, work and raise a family. Believing in the richness of community, we could form personal relationships where the needs and interests of our clients would come first. About PPG Years of Experience Thoughtful Professional Malcolm Makin , CFP ® President and CEO Registered Principal Read More Joanna Valentini , CPA * Chief Operating Officer Registered Principal Read More Christopher Wallace , CFA ® Registered Principal Financial Advisor Read More Peter Wallace Financial Advisor Read More Patrick Connelly Financial Advisor Read More Todd Wokoske Financial Advisor Read More David Aballo , CFA ® Financial Advisor Director of Investments Trading Read More Eric Wilson , CFA ® Financial Advisor Read More Bryan Pitney , CFP ® Financial Advisor Read More Shannon Haeseler Head of Administration Read More Andrea Spieth Client Service Associate Registered Representative Read More Heather Powell Client Service Associate Read More Juan M. Roldán Client Service Associate Read More Candice Medeiros Branch Professional Read More Jonathan Maki
MALCOLM A. MAKIN
CHIEF COMPLIANCE OFFICER, PRESIDENT AND CHIEF EXECUTIVE OFFICER
📞 (401) 596-2800
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AUM
$1.3B
Location
WESTERLY, RI
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