Brenda Calkins
Founder
Brenda has a passion for helping people and translating the financial markets into smart strategies for life. And, now as an independent advisor, she thrives on a daily foundation of bringing those two together, working for individuals, their families, trusts and businesses, including their charitable interests.
She loves traveling, cooking, photography, art, the beach, supporting local organizations and spending time with family and friends.
Professional
- Series 7 & 63, Registered Representative (RI, AL, CA, FL, MA, MD, NC, NH, NJ, NY, SC, TX, VA), 1988
- Series 65, Investment Advisor Representative, IAR (RI and all reciprocal states), 2004
- Licensed Insurance Agent: Life, Variable, Health (MA & RI), 2002
Past & Present Personal and Business Affiliations
- Boston Blockchain Association, Member
- Financial Services Institute, Member
- Island Moving Company, Former Board Member
- Northeast VOSH, Former Mission Volunteer
- Quidnessett Country Club, Former Member & Board Member
- Rotary Club International/Jamestown Rotary Club, Past President & Former Board Member
Phone
401.855.5330