NEWPORT – Kerry E. Wilson has joined LPL Financial as a financial adviser, OceanPoint Investment Solutions announced.
BankNewport partnered with LPL Financial in 2020 to provide access to a range of competitive, fee-based financial and investment advisory services for its customers. The result of that partnership is OceanPoint Investment Solutions.
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In addition to the financial and advisory services through OceanPoint Investment Solutions, customers also gain access to “industry-leading, independent investment research and tools, resources and technology that includes an online self-guided wealth portal,” according to the bank.
Wilson brings more than a decade of financial service industry experience to his new role, in which he will work directly with customers to create a customized financial plan that best speaks to their individual circumstances, goals, timeline and risk tolerance, according to a news release.
Prior to joining LPL Financial, Kerry served as assistant vice president and financial solutions adviser at Merrill Lynch. Before that, he was a registered representative at MassMutual Life Investment Services.
Kerry attended Tuskegee University and lives in North Providence.
