WEALTH MANAGEMENT RESOURCES - Key Persons
Jeremy joined the firm in 2020 having completed his undergraduate degree and MBA at Roger Williams University in Providence, Rhode Island. He started his career at WMR as a valued and skilled advisor assistant and was promoted to Financial Advisor in June of 2022.
Jeremy prioritizes relationships, getting to know his clients, personalizing the process and strategies, and doing everything in his power to get his clients to their ideal future. He is known for going the extra mile, supporting his clients through every life stage, and his drive to grow and improve his skills to make a difference in his clients' lives. Jeremy loves seeing clients walk out of meetings with more confidence and excitement because they know they have a plan and a dedicated team by their side.
Jeremy serves our investment advisory customers as an Investment Advisor Representative
He is a longtime hockey player and spends his free time playing for a local men's league. When he's not working or playing hockey, you can find Jeremy doing any outdoor activity he can find, including hiking, golfing, and skiing, and hanging out with his two Shiba Inu dogs, Kobe and Sakura. He also loves being with his family and friends.
Job Titles:
- CERTIFIED FINANCIAL PLANNER
- CFP® Executive Vice - President
Kevin Worthley is a CERTIFIED FINANCIAL PLANNER™ practitioner and formerly held the Certified Divorce Financial Analyst (CDFA) and Certified College Planning Specialist (CCPS) designations. He graduated from the University of Miami with a BA in Economics. Kevin provides financial planning services to individuals, families, and small business owners, helping them navigate the financial seas to reach their goals and aspirations. He has extensive experience and expertise in college planning, helping families who face the daunting challenge of financing higher education.
Kevin was a 20-year member and Board Director of the RI chapter of the Financial Planning Association. He also served as a past member and Board Director of the Association of Divorce Financial Planners, where he created the continuing education program for ADFP members.
From 2001 to 2019, he wrote a bi-weekly personal finance column for the Newport Daily News in Newport, RI as well as many articles for national publications such as Physicians Financial News and Stocks, Futures and Options. Kevin has been interviewed on national media (such as Fox Business News) on issues regarding divorce finances and college planning.
Kevin serves our investment advisory customers as an Investment Advisor Representative.
Kevin can be reached at (401) 356-1400 ext 116 or at kworthley@wealthmanagers.com.
Job Titles:
- Executive Vice - President
Job Titles:
- CFP® Senior Vice President
- in 2022 As a Principal and Investment Advisor
Todd joined Wealth Management Resources in 2022 as a Principal and Investment Advisor Representative. Prior to joining the firm, he spent over 20 years in the financial services business working at Merrill Lynch, Pershing LLC, State Street Bank and Charles Schwab where he developed a deep understanding of capital markets and the global financial system. The emphasis that the Firm places on the independent fiduciary advisor model is what brought him to Wealth Management Resources. Here he is able to serve clients in their best interests focusing solely on helping them accomplish their financial goals.
Todd is a graduate of Sacred Heart University; he earned his certificate in financial planning from Bryant University and is a CERTIFIED FINANCIAL PLANNER™. Outside of work, Todd enjoys spending quality time with his wife Alycia and daughters Emma and Rose. He is involved in the local youth sports leagues where he has coached his daughters for many years. He also likes to stay active and enjoys a round of golf with friends or a hike in the woods with his dogs.