John Sheerar is a financial advisor with Newman Dignan & Sheerar, Inc. in Charlestown, RI, holding 28 years of industry experience. He has been with Newman Dignan & Sheerar since 1997. Newman Dignan & Sheerar provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs tailored portfolios primarily allocated among equities, fixed income, mutual funds, and ETFs, and incorporates various implementation tools including options strategies and structured products.

Richard Cavanagh is a CFP®, CFA®, and ChFC® with 14 years of experience in financial advisory. He has worked at Newman Dignan & Sheerar, Inc. since 2022 and previously at International Services Incorporated and WhaleRock Point Partners, LLC. Newman Dignan & Sheerar, Inc. provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm’s portfolios are tailored to client objectives and utilize a wide range of investment tools, including individual equities, fixed income, mutual funds, ETFs, options strategies, and structured products.

Edward Buxton is a Series 65-licensed financial advisor with 25 years of industry experience. He has been with Newman Dignan & Sheerar, Inc. since 2003. Newman Dignan & Sheerar provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm’s portfolios are tailored to client objectives and utilize a range of investment tools including equities, fixed income, mutual funds, ETFs, options strategies, and structured products.

William Newman is a CFP® with 28 years of industry experience and has been with Newman Dignan & Sheerar, Inc. since 2002. He is based in Providence, RI, and holds a Series 65 license. Newman Dignan & Sheerar provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs tailored portfolios and a range of implementation tools, including options strategies and structured products, with an emphasis on client consent and transparency regarding potential conflicts.

Robert Moffett III is a financial advisor at Newman Dignan & Sheerar, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Capital Group and Olive Ridley Private Client Services LLC. Outside of his advisory role, he is also registered as an independent insurance agent. Newman Dignan & Sheerar offers discretionary investment management, financial planning, and retirement plan consulting to individuals, pension plans, trusts, business entities, and charitable organizations. The firm’s investment approach includes tailored portfolios utilizing equities, fixed income, mutual funds, ETFs, structured notes, and derivatives, with client authorization required for borrowing and certain strategies.

Erik Manchester is a CFP® and holds a Series 66 license with 14 years of industry experience. He has been with Newman Dignan & Sheerar, Inc. since 2014. Newman Dignan & Sheerar provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers tailored portfolios using a variety of investment tools and maintains specific disclosures and client consent practices related to derivatives, borrowing, and cryptocurrency investments.