Top business succession planning financial advisors in Warwick, RI

Kristin Matsko is the Director of Advanced Planning at Fidelity Investments, a role she has held since 2024. In this capacity, she provides advanced planning support to Fidelity advisors and their clients. Her professional experience centers on assisting advisors with complex financial planning strategies to better serve their clients. No additional information about her education, credentials, or personal interests has been provided.

Scott Andrews is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 credential and 13 years of industry experience. He has been with VOYA since 2014. Outside of his advisory role, Andrews serves as vice president of South County Habitat for Humanity, where he supports the executive board and chairs the nominating committee. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker‑dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm utilizes investment policy statements and model allocations to guide client relationships, offering both discretionary and non‑discretionary management through a large network of investment adviser representatives.

John Sulyma is a financial advisor with LPL Financial in Warwick, RI, holding Series 63 and Series 65 credentials and 36 years of industry experience. He previously worked at H. Beck, Inc. for eight years before joining LPL Financial in 2020. Sulyma is also a commissioned notary for the State of Rhode Island. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset managers, supported by various operational and research tools.

Caroline Dunn Packer is a financial advisor at Merrill with six years of industry experience. She holds the Series 66 designation and has worked at Bank of America and Merrill since 2020. Her background includes roles at American Eagle Outfitters and the University of New Hampshire. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutions.

Nathan Thomsen is a CFP® with 20 years of industry experience. He currently works at Parallel Advisors, LLC and previously held roles at Advisors Capital Management, LLC, Tiaa Cref, and Fidelity Investments. He is also registered as an independent insurance agent. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a diversified investment approach that includes fundamental and technical analysis, options strategies, and the integration of held-away accounts through advanced technology platforms.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jeffrey Macdonald is a CFP® and ChFC® with 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.

Patrick Ferguson is a financial advisor at Intentional with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, Commonwealth Financial Network, and LPL Financial. In addition to his advisory role, he is a licensed agent involved in the sales of fixed and traditional insurance products. Intentional provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, families, businesses, and institutions. The firm offers pension consulting, estate planning support, business exit planning, and due diligence on alternative investments, utilizing a combination of fundamental, technical, and economic analysis within a fiduciary framework.

Jerald Liesman is a financial advisor at Frost Investment Services with 33 years of industry experience. He holds a Series 63 designation and has worked at Frost Brokerage Services, Inc. and Frost Bank since 1993 and 1987, respectively. Frost Investment Services is a retail-focused, SEC-registered adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, comprehensive financial planning, and managed account programs that integrate model portfolios from its affiliate with third-party managers, utilizing a research-driven investment process and providing optional tax and ESG overlay services.