Warwick, RI Office

Richard Shelton is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Edward Jones, Fidelity Investments, and U.S. Bank. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, and trusts. The firm manages approximately $49.8 billion through a platform-driven approach that emphasizes discretionary model portfolios and a variety of investment strategies.

Seth Desautel is a financial advisor with AE Wealth Management, LLC based in Warwick, RI. He holds Series 63 and Series 65 licenses and has six years of industry experience. Prior to joining AE Wealth Management in 2021, he worked at Merrill Lynch and Merrill Edge from 2016 to 2018 and was involved with Massie DeMarco as a general contractor. He is also active with Massey and Associates, Inc., where he serves as an investment advisor. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a combination of fundamental, technical, and cyclical investment strategies to manage approximately $49.8 billion for over 127,000 clients.

Scott Miller is a financial advisor at AE Wealth Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill Lynch, Ascent Advisors, Centerville Bank, and Massey & Associates. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes standardized model and platform services and manages approximately $49.8 billion for over 127,000 clients.

Alexander Lapolla is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments. Outside of finance, he has worked as a bartender at Agawam Hunt Country Club. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and offers a range of investment strategies supported by regular reporting and analysis.

Abigail Mcdonnell is a financial advisor with AE Wealth Management, LLC in Warwick, RI. She holds Series 63 and Series 65 credentials and has 10 years of industry experience. Prior to joining AE Wealth Management in 2018, she worked at Global Financial Private Capital, LLC. She is also involved with Massey and Associates, Inc., where she engages in the sales and service of fixed annuity and life insurance policies. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered investment approach that includes model portfolio solutions, discretionary asset management, and financial planning services.

Stephen Mansi is a CFP® with seven years of industry experience, currently serving as a financial advisor at AE Wealth Management, LLC. His prior work includes roles at Massey & Associates, Inc., Combined Insurance Company, Healthcare Solutions Team, PepsiCo, and operating the Mansi Insurance Agency. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individuals, corporations, trusts, and ERISA plan sponsors, using discretionary model portfolios and a range of investment strategies.

Jeffrey Massey is a CFP® professional with 23 years of industry experience, currently serving as an advisor at AE Wealth Management, LLC since 2018. He previously worked at Global Financial Private Capital, LLC and has maintained Massey & Associates, Inc. since 1995, where he also acts as president overseeing insurance sales. In addition to his advisory work, Massey is an author involved in book sales. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.