Financial Advisor

Managing Director - Investments

Address: 100 WESTMINSTER STREET, SUITE 1600 , PROVIDENCE , RI 02903-2395
Phone: 401-459-6826  |  800-556-7560    Fax: 401-459-6898
Email: Compose mail in a new window

My Background

My Associate(s): Eric Loiselle, Senior Registered Client Associate

My Community Involvement

  • Member of Distribution Committee - Champlin Foundation
  • Museum Associate - Rhode Island School of Design
  • Dunes Club - Board of Governors
Securities Registered in the following states: AK, AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TX, VA, VI, VT, WA
LISA PAUL KOELLE: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Rhode Island : PROVIDENCE Branch