Financial Advisor
.- Bachelors of Accounting, Bryant University
- Series 7 - General Securities Representative
- Series 66 - Investment Adviser Representative
- Securities Industry Essentials
- Connecticut
- Florida
- Maine
- Massachusetts
- New Hampshire
- New York
- Rhode Island
- Vermont
Insights
Updating your life insurance: 7 life events that may affect your coverageIf you’re in one of these 7 life stages, it may be time to update your life insurance coverage. ⬇️
Tap Here to ContinueAbout New Day Planning's Fundraiser
Hope Beyond the Wish
New Day Planning is honored to host an online fundraiser for A Wish Come True.
A Wish Come True grants magical wishes to children facing a life-threatening illness. They also go above and beyond the wish to support their families through programs such as the Meghan K. Duffy Memorial Hardship Fund which helps ease the financial burdens on these brave families.
The Meghan K. Duffy Memorial Hardship Fund was created in 2019 by Frank and Colleen Duffy, to provide critical support to families of A Wish Come True who are facing unexpected financial hardship. 1 in 4 families faces bankruptcy because of overwhelming medical bills and 77% of families can't afford balanced meals. Behind every medical diagnosis is a family fighting for stability
From groceries, gas, and electric bills, to rent, mortgage assistance, and more, this fund offers a lifeline when it’s needed most during their child’s medical crisis. This fund also provides direct support for birthday and holiday gifts, because every child deserves joy, even in the toughest times.
A Wish Come True is more than just a wish-granting organization. While they proudly create unforgettable experiences for children battling life-threatening illnesses, they also care deeply for their entire families. Through programs that embrace parents, siblings, and the beloved Wish Kids, they bring hope, comfort, and community, every step of the way.
Join us and help make a difference for A Wish Come True families, a difference that lasts a lifetime. You can bring back hope, relief, and laughter. Every dollar matters. Every act of kindness counts.
You can be the reason a family breathes easier.
*For every $2 donated through this online campaign, Thrivent will add $1, up to an additional $1,000. Thrivent will pay up to $300,000 in online processing fees per calendar year for personal donations made through Thrivent's online giving platform.
In Support Of
A Wish Come True, Inc
https://thrivent.cotribute.co/events/1169915/detail
Thrivent Market & Economic updateThrivent’s investment leaders agree—the first half of 2025 was a little like a rollercoaster. Hear their thoughts for how shifting tariffs, policies and geopolitics may influence future volatility, inflation, interest rates and more.
Office location
North Scituate Location
26 Hartford Pike Suite 5
North Scituate, RI 02857
Phone401-681-3084HoursNorth Scituate, RI 02857
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations