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Robert D

Series 66

Smithfiled, RI

Ncu Investment Solutions

Robert D Amico is a Series 66 licensed advisor with three years of industry experience. He is currently with NCU Investment Solutions and has prior experience at Citizens Securities, Inc. and the Strive D'Amico Group. His background also includes roles outside of finance, such as work with the Allan Fung for Governor Committee and Sturbridge Village. NCU Investment Solutions provides a range of investment advisory and planning services to individuals, retirement plans, trusts, and other entities. The firm’s approach involves firm-developed model portfolios, fundamental analysis, and long-term strategies, with options for discretionary or non-discretionary account management.

Retirement income strategy General estate planning guidance Annuities Retired
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Eliza S

Series 63, Series 65

Smithfiled, RI

Ncu Investment Solutions

Eliza Siradze is a financial advisor at NCU Investment Solutions with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has a history of work primarily with Citizens Securities and Citizens Bank before joining her current firm. Outside of her advisory role, she serves as a Notary Public. NCU Investment Solutions provides investment advisory and planning services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs model portfolios with fundamental analysis and long-term strategies, managing accounts on both discretionary and non-discretionary bases.

Retirement income strategy General estate planning guidance Annuities Retired
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Reid H

CFP®, ChFC®, Series 63, Series 65, Series 66

Smithfiled, RI

Ncu Investment Solutions

Reid Hansen is a financial advisor with NCU Investment Solutions, holding CFP® and ChFC® designations along with Series 63, 65, and 66 licenses. He has 25 years of industry experience and has previously worked at firms including LPL Financial, CUNA Mutual Group, and Citizens Securities, Inc. NCU Investment Solutions provides investment advisory and planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios based on fundamental analysis and long-term strategies, managing accounts both discretionary and non-discretionary, and incorporates unaffiliated sub-advisors when appropriate.

Retirement income strategy General estate planning guidance Annuities Retired
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Jacqueline P

Series 65

Smithfiled, RI

Ncu Investment Solutions

Jacqueline Prescott is a financial advisor with NCU Investment Solutions holding a Series 65 designation. She has one year of industry experience and previously worked for Citizens Bank NA and Citizens Private Wealth, LLC, as well as a decade at Navigant Credit Union. NCU Investment Solutions provides investment advisory and planning services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs firm-developed model portfolios, fundamental analysis, and long-term purchase strategies, managing accounts on both discretionary and non-discretionary bases.

Retirement income strategy General estate planning guidance Annuities Retired
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Alexander C

Series 65

Smithfiled, RI

Ncu Investment Solutions

Alexander Cabral is a financial advisor with NCU Investment Solutions, holding a Series 65 designation and entering his second year in the industry. His prior experience includes roles at Navigant Credit Union, Rhode Island College School of Business, and entrepreneurial activity with Smoovestep Sneaker Resales. NCU Investment Solutions provides investment advisory and planning services to a diverse client base including individuals, retirement plans, trusts, and business entities. The firm employs firm-developed model portfolios with fundamental analysis and long-term purchase strategies, offering both discretionary and non-discretionary management options.

Retirement income strategy General estate planning guidance Annuities Retired
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Oliver T

CFP®, Series 63

Smithfiled, RI

Ncu Investment Solutions

Oliver Tutt is a CFP® with 23 years of industry experience. He is affiliated with NCU Investment Solutions and has been with Randall Financial Group, LLC since 2002. NCU Investment Solutions provides investment advisory and planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and other business entities. The firm employs model portfolios and fundamental analysis, offering both discretionary and non-discretionary management, and includes partnerships with insurance agencies as part of its service offerings.

Retirement income strategy General estate planning guidance Annuities Retired
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Michael H

Series 63, Series 66

Smithfiled, RI

Ncu Investment Solutions

Michael Hogan is a financial advisor at NCU Investment Solutions with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, CUNA Mutual Group, and Merrill. NCU Investment Solutions provides advisory and planning services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm employs model portfolios and fundamental analysis as part of its investment approach and offers both discretionary and non-discretionary account management.

Retirement income strategy General estate planning guidance Annuities Retired
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Mario E

Series 66, Series 63

Smithfiled, RI

Ncu Investment Solutions

Mario Encarnacion is a financial advisor at NCU Investment Solutions with four years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Merrill, Bank of America, J.P. Morgan Securities LLC, and Santander Bank. NCU Investment Solutions provides investment advisory and planning services to a broad range of clients, including individuals, retirement plans, trusts, and charitable organizations. The firm uses model portfolios, fundamental analysis, and long-term strategies, managing accounts on both discretionary and non-discretionary bases.

Retirement income strategy General estate planning guidance Annuities Retired
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Russell B

Series 63, Series 66

Smithfiled, RI

Ncu Investment Solutions

Russell Botvin is a financial advisor with NCU Investment Solutions, holding Series 63 and Series 66 credentials and ten years of industry experience. He previously worked at Merrill for ten years before joining NCU Investment Solutions in 2026. NCU Investment Solutions provides investment advisory and planning services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses model portfolios, fundamental analysis, and long-term purchase strategies, managing accounts on both discretionary and non-discretionary bases while offering financial planning and consulting services.

Retirement income strategy General estate planning guidance Annuities Retired
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