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John W. Farmer, CFP®, MBA
Locations: Coventry, East Greenwich, Lincoln, North Kingstown, Warwick
LPL Financial Advisor
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John brings more than 20 years of industry experience to his role as LPL Financial Advisor. He works closely with clients to develop individualized financial plans and investment strategies based on their unique circumstances, goals, timeline, and risk tolerance, as well as their need for growth, income, capital preservation, and asset protection.
Prior to joining OceanPoint Investment Solutions, John was a financial advisor for Citizens Securities. He earned a Bachelor of Science degree in Business from Rhode Island College and Master of Business Administration in Finance at Salve Regina University. He is also an adjunct professor at Rhode Island College. A native of Lincoln, RI, John resides in North Smithfield.
Donald M. Hartley
Locations: Jamestown, Middletown, Newport, Portsmouth
LPL Financial Advisor
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Donald M. Hartley, an LPL Financial Advisor with over 20 years of extensive investment services experience. Don was previously a Financial Advisor with Edwards Jones in the Southcoast market of Massachusetts. Hartley will provide investment advisory to BankNewport and OceanPoint Insurance customers through referrals from the Bank’s statewide branch and sales network, in addition to his considerable client base.
Brad Corbett
Locations: Barrington, Bristol, Stone Bridge, Tiverton, Warren
LPL Financial Advisor
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Brad brings more than 20 years of industry experience to his role as LPL Financial Advisor. He works closely with clients to develop individualized financial plans and investment strategies based on their unique circum-stances, goals, timeline, and risk tolerance, as well as their need for growth, income, capital preservation, and asset protection.
Prior to joining OceanPoint Investment Solutions, Brad was a financial advisor with Santander Investments. Brad also served as a branch manager for TD Ameritrade in Providence. He earned a Bachelor of Arts degree in Communication and Media studies from the University of Rhode Island. A native of Johnston, RI, Brad resides in Warren, RI.
Kerry Wilson
Locations: Chapel View, Dorrance St., Johnston, Narragansett, South Angell
LPL Financial Advisor
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Kerry has a deep sense of responsibility to deepen financial literacy, banking and investment education with the community he serves. During his 30+ years of work experience, Kerry held leadership roles in lending, sales, conventional banking, community development and finance. As a financial advisor, Kerry brings more than a decade of financial service industry experience to his 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. He is committed to providing access to a broad range of competitive investment advisory services to customers that address their distinctive needs in an effort to help bring them to the next successful chapter of their lives. Kerry attended Tuskegee University in Alabama, is a 2019 graduate of Leadership Rhode Island’s Professional Leadership Program, completed The Rhode Island Black Business Association’s (RIBBA) inaugural Emerging Leaders Development Program and the 2022 RIBBA Emerging Leader Awarded recipient. Kerry currently resides in North Providence, RI.
*In certain situations, Financial Institutions may have an affiliated broker/dealer and/or registered investment advisory firm – in those situations, the agreement may require LPL to compensate that affiliate, rather than the Financial Institution, directly.
Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. To the extent you are receiving investment advice from a separately registered independent investment advisor that is not an LPL affiliate, please note LPL makes no representation with respect to such entity. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, the bank/credit union. Securities and insurance offered through LPL or its affiliates are:
| Not FDIC Insured | Not BankNewport Guaranteed | May Lose Value | Not Guaranteed by any Government Agency | Not a BankNewport Deposit |
|---|
BankNewport provides referrals to financial professionals of LPL Financial LLC (*LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in conflict of interest. The Financial Institution is not a current client of LPL for advisory services.”
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Portsmouth Branch
2628 East Main Road Portsmouth, RI 02871
Bristol Branch
6 Gooding Avenue, Bristol, RI 02809
Warwick Branch
27 Strawberry Field Road, Warwick, RI 02886