Marianne Holmes*, CLU, ChFC

Financial Advisor

Phone: (401) 274-5200 x14
Fax: (401) 274-0080
E-mail:

 

Education:
Bryant College, MBA, 1989
University of Rhode Island, BA, 1975

Industry Credentials:
Institute for Business and Finance, Certified Fund Specialist
American College, Chartered Financial Consultant
American College, Chartered Life Underwriter
Agency Management Training Course

Professional Affiliations:
RI Chapter, Society of Financial Service Professionals, active member, former board member, former Huebner school instructor
RI Chapter, National Association of Insurance and Financial Advisors, active member, former committee member, former LUTC chair
General Agents and Managers Association, past president, former AMTC moderator
Estate Planning Council of RI, Board of Directors
The Million Dollar Round Table

Community Activities:
Volunteer Guardian Program
The Providence Center, golf fundraiser volunteer
URI Alumni Association
URI Annual Fund, former phonathon chair
Various volunteer activities, such as March of Dimes and Special Olympics