Brown, Lisle/Cummings, Inc

Clifford Tracy is a financial advisor with Brown, Lisle/Cummings, Inc. in Providence, RI, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Brown, Lisle/Cummings since 2012. Tracy receives passive income from policy renewals as a former insurance agent of Mass Mutual. Brown, Lisle/Cummings provides investment advisory services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and other business entities. The firm employs a structured client intake process and manages portfolios using a variety of securities, offering both discretionary and non-discretionary management on a wrap-fee basis.

David Izzi is a financial advisor at Brown, Lisle/Cummings, Inc. in Providence, RI, holding Series 63 and Series 65 designations with 35 years of industry experience. He has been with Brown, Lisle/Cummings since 1990. Brown, Lisle/Cummings provides investment advisory services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and other business entities. The firm offers portfolio management, financial planning, and consulting, using a structured intake process to align strategies with clients’ goals and risk tolerance.

Maria Plante is a financial advisor with Brown, Lisle/Cummings, Inc. in Providence, RI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Brown, Lisle/Cummings since 2004. Brown, Lisle/Cummings provides investment advisory services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and other business entities, offering portfolio management, financial planning, and consulting. The firm manages approximately $414.7 million in advisory assets and employs a structured client intake process to tailor investment strategies.

Mark Chafee is a financial advisor with Brown, Lisle/Cummings, Inc. in Providence, RI, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with Brown, Lisle/Cummings since 2009 and also has a long-term association with Narragansett High School. Outside of advisory work, he is involved in real estate investment through ownership and management activities at Wallia Properties LLC. Brown, Lisle/Cummings provides investment advisory services to individuals, trusts, estates, charitable organizations, and business entities, managing approximately $414.7 million in advisory assets. The firm uses a structured intake process to tailor strategies and constructs portfolios with a variety of securities, offering both discretionary and non-discretionary management primarily through a wrap-fee platform.

Scott Lisle is a financial advisor at Brown, Lisle/Cummings, Inc. in Providence, RI, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with Brown, Lisle/Cummings since 2005. Outside of his advisory role, he is a partner in Creekside Angling Co, a fly fishing business. Brown, Lisle/Cummings provides investment advisory services to individuals, trusts, estates, charitable organizations, and business entities, managing approximately $415 million in assets. The firm employs a structured client intake process to tailor investment strategies and offers portfolio management through a wrap-fee platform using a diverse mix of securities.

Nathaniel Hahn is a CFP® with 21 years of industry experience, currently serving at Brown, Lisle/Cummings, Inc. in Providence, RI. His prior experience includes roles at Northeast Planning Associates, Inc., LPL Financial, LLC, and The Patriot Financial Group, LLC. Outside of his advisory work, he operates a home-based food vending business. Brown, Lisle/Cummings provides investment advisory services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and other business entities. The firm uses a structured intake process to tailor investment strategies and offers portfolio management through a wrap-fee program primarily via Envestnet Managed Account Solutions.

Joseph Mcginn Jr. is a CFP® with over 32 years of industry experience, currently serving at Brown, Lisle/Cummings, Inc. in Providence, RI, where he has worked since 1996. He holds Series 63 and Series 65 licenses and is part of a seven-advisor team at the firm. Brown, Lisle/Cummings provides investment advisory services to individuals, trusts, estates, charitable organizations, and various business entities. The firm offers portfolio management, financial planning, and consulting, utilizing a structured client intake process and a diversified mix of investment products, operating primarily on a wrap-fee basis.

Louis Murphy Jr. is a financial advisor with Brown, Lisle/Cummings, Inc. in Providence, RI, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Brown, Lisle/Cummings since 1984. Brown, Lisle/Cummings provides investment advisory services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and other business entities. The firm offers portfolio management, financial planning, and consulting, managing approximately $414.7 million in advisory assets with a structured process to align investment strategies with clients’ goals and risk tolerance.