Kerry E. Wilson Joins OceanPoint Investment Solutions as Financial Advisor

NEWPORT, R.I. ( August 20th 2024) – OceanPoint Investment Solutions is pleased to announce that Kerry E. Wilson has joined LPL Financial as a financial advisor.  Mr. Wilson brings more than a decade of financial service industry experience to his new 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.

Through its relationship with LPL Financial, OceanPoint Investment Solutions has the strategic support to provide access to a broad range of competitive investment advisory services to customers that addresses their distinctive needs in an effort to help bring them to the next successful chapter of their lives, in addition to access to industry-leading, independent investment research and tools, resources and technology that includes an online self-guided Wealth Portal.

Prior to his new position, Kerry was assistant vice president, financial solutions advisor at Merrill Lynch and before that, a registered representative at MassMutual Life Investment Services.  Kerry attended Tuskegee University and resides in North Providence, Rhode Island.

About OceanPoint Investment Solutions

In 2019, BankNewport introduced OceanPoint Investment Solutions to offer access to comprehensive financial and investment advisory services.*

*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. Insurance products are offered through LPL or its licensed affiliates. BankNewport OceanPoint Investment Solutions are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using OceanPoint Investment Solutions and may also be employees of BankNewport.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BankNewport or OceanPoint Investment Solutions. Securities and insurance offered through LPL or its affiliates are:

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 www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.