Michael T.  Moretti Jr.

Michael T. Moretti Jr.

PARTNER

Phone: 401-435-4239 Ext 109
E-mail:
 

Michael T. Moretti Jr., is the firm’s Wealth Manager, Mike assists our clients in achieving their goals through detailed interactive financial planning and proper asset allocation.  Michael has a Bachelors degree in Business Administration from Bryant University, and holds FINRA Series 66, 7, & 24 licenses in addition to life, health and variable licenses.  Mike’s knowledge is in portfolio analysis and construction, which enables him to develop unique strategies that meet the clients objectives.

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Check the background of this financial professional on FINRA's BrokerCheck