Best Investors Account Sign in
Current Employers
Professional Planning Group

9 Granite Street, Westerly, RI 02891 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2024-12-20
TX RA APPROVED 2024-12-20
  • RI RA
    APPROVED
    Since 2024-12-20
  • TX RA
    APPROVED
    Since 2024-12-20

Branch Locations

9 Granite Street, Westerly, RI 02891 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services Inc. Westerly RI 11/2024 Present
Washington Trust Company Providence RI 06/2021 11/2024
Alpha Analytical Mansfield MA 08/2018 06/2021
University Of Rhode Island Kingston RI 09/2008 12/2019
Sensata Technologies Attleboro MA 11/2014 07/2017
New England Professional Planning Group Westerly RI 12/2024 Present
  • 11/2024 → Present
    Raymond James Financial Services Inc.
    Westerly, RI
  • 06/2021 → 11/2024
    Washington Trust Company
    Providence, RI
  • 08/2018 → 06/2021
    Alpha Analytical
    Mansfield, MA
  • 09/2008 → 12/2019
    University Of Rhode Island
    Kingston, RI
  • 11/2014 → 07/2017
    Sensata Technologies
    Attleboro, MA
  • 12/2024 → Present
    New England Professional Planning Group
    Westerly, RI
Other Businesses

(1)Name of Business: New England Professional Planning Group Address: 9 Granite St, Westerly, RI, 02891-2207, United States Activity Type: Independent RIA Position/Title: Advisor Investment Related: Yes Start Date: 12/01/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor. (2)Name of Business: Professional Planning Group Address: 9 Granite St, Westerly, RI, 02891-2207, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/01/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Trading, client service, and client reviews. (3)Name of Business: Wood River Health Services Address: 823 Main Street, Hope Valley, RI, 02832, United States Activity Type: Non-profit Position/Title: Board Member, Finance/Investment Committee Member Investment Related: Yes Start Date: 01/07/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Serve on the Board of Directors that oversees Wood River Health Services, a Federally qualified health center. I also serve on the finance committee which assists the Board in its oversight responsibilities related to fiscal management.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-03-03
  • S63 Uniform Securities Agent State Law Examination
    2025-03-03
Designations
Other Names
  • Eric Wilson

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Westerly, RI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor