Kevin DeAngelis with Bank Rhode Island’s (BankRI) Investment Services Department, BARI Investments, was recently named as one of the state’s top performing Wealth Managers in a study conducted by Fire Star Professional in partnership with Rhode Island Monthly.
“We are proud to have Kevin named one of Rhode Island’s top Wealth Managers; it’s an honor that recognizes his hard work and the dedication he provides to his clients,” said Mark J. Meiklejohn, president and CEO, BankRI. “Whether someone is looking for help with investments, retirement planning, or other financial services, they can confidently turn to our talented team of professionals to meet their needs.”
Some of the categories where DeAngelis scored favorably include a strong regulatory history, high rate of client retention, amount of client assets administered, professional designations and ability to accept new clients. Only professionals representing financial companies registered with the Financial Industry Regulatory Authority or the United States Securities and Exchange Commission were considered.
DeAngelis lives in North Kingstown with his family and holds a Bachelor’s degree from the University of Rhode Island. He works out of the BankRI branch located at 1300 Warwick Avenue in Warwick.