Barbara J. Delponte

 As a Registered Administrative Associate, Barbara assists our clients with maintaining and servicing all their account needs.  She works alongside Robert with scheduling and reviewing client portfolios and manage the day-to-day operations for the office. She is focused on working closely with our clients and always maintaining the highest level of service for all their needs.

 She has over 23 years’ experience in the industry.  Barbara worked at Merrill Lynch, Ameriprise, and Transamerica over the years in a variety of service roles.  Along with my experience within the industry, she has her master's in mathematics Secondary Education and has obtained her CFP®.  Barbara also has taught at The Wheeler School and LaSalle Academy.

Barbara grew up in Weston, CT and currently lives and works in Cranston, RI.  She has two grown daughters that live in NY.

*CFP® and CERTIFIED FINANCIAL PLANNER ™ are trademarks or registered service marks of the CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.