WARWICK, RI — Spinnaker Asset Management President Ronald Kent has hired Lisa Picillo as his company’s new financial advisor.
Picillo’s responsibilities include developing relationships with clients, providing advice and financial planning services, analyzing industry trends and educating clients.
Kent said that Picillo, “checked all of the boxes” when it came to what he wanted in a Financial Advisor.
“I wanted to find someone with industry experience who was stable, devoted, had a good personality and good at building relationships. Lisa has all of these qualities and is a great addition to shaping the future of this firm.” said Kent.
Picillo has been in the investment industry for more than two decades. She began her career in Financial Services at Fleet Bank as a retail customer service representative in 1998. In 2004, after the Fleet and Bank of America merger, she continued her career with Bank of America and took on other roles including consumer loans, technical support, branch support and business analyst.
In 2007, while expecting her twin girls, Picillo had the opportunity to obtain her Series 7 exam, focusing on investment risk, taxation, equity, and debt instruments; packaged securities, options, retirement plans, and interactions with clients.
Upon obtaining her license, she began a position as an Investment Advisor Representative with Banc of America Investments. Shortly after the birth of her daughters, Picillo accepted a position as a Trader at Fidelity Investments. She held the role for two years before transitioning to a Client Manager within the Institutional Wealth Management Group, which she held until 2018.
In addition to holding a Series 7, she holds Series 66 and RI life & Health certifications.