Forbes names Makin top wealth adviser in Rhode Island

MALCOLM MAKIN, president of Professional Planning Group in Westerly, has been named the No. 1 wealth adviser in Rhode Island by Forbes. / PBN FILE PHOTO/MICHAEL SALERNO
MALCOLM MAKIN, president of Professional Planning Group in Westerly, has been named the No. 1 wealth adviser in Rhode Island by Forbes. / PBN FILE PHOTO/MICHAEL SALERNO

PROVIDENCE – Forbes recently named Malcolm Makin of Professional Planning Group the No. 1 wealth adviser in Rhode Island.

The business magazine named Makin, based in Westerly, No. 1 in its annual “Best-in-State Wealth Advisors List.” The list is based on a variety of indicators, including revenue trends, assets under management and compliance records.

Forbes named the top nine wealth advisers in the state, including the following:

  • No. 2: Edythe De Marco of Merrill Lynch Wealth Management in Providence
  • No. 3: Dennis McGuire of Wells Fargo Advisors in Charlestown
  • No. 4: Jeffrey Martin of Morgan Stanley Wealth Management in Providence
  • No. 5: Tricia O’Neil of Morgan Stanley Wealth Management in Providence
  • No. 6: Jeff Loring of Loring Advisory Group in Smithfield (Greenville)
  • No. 7: Paul Cauzziello of Ameriprise Financial in Cumberland
  • No. 8 Danny DeHoney of Ameriprise Financial in Cranston
  • No. 9: Patricia Craddock of Morgan Stanley Wealth Management in Providence

Eli Sherman is a PBN staff writer. Email him at Sherman@PBN.com, or follow him on Twitter @Eli_Sherman.

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