Arthur Everly, President
Arthur began his career in the financial services industry in 1977 and has earned the prestigious designations of Chartered Life Underwriter and Chartered Financial Consultant – the standard of excellence in the financial planning and insurance industry.
In 1983 as his business interest gravitated toward Trust and Estate Planning, Arthur served as Vice President and Trust Officer for the Old Stone Bank for five years. In 1988 he was approached by the Guardian Life Insurance Company to assist in reestablishing a general agency in Warwick, R.I.. He served as a manager, as well as the agencies specialist for estate and financial planning, a position he held until establishing Wealth Management Resources, Inc.
Arthur’s active role in professional and community associations spans many years. He has served as president of the RI Chapter of the International Association for Financial Planning, president of the RI Chapter of the Society for Financial Planning Professionals and board member of the Planned Giving Council of RI. He has served as a trustee for the RI Self-Sufficiency Trust and the professional advisory committee for the Rhode Island Foundation.
Arthur was a member of the faculty of Bryant University’s Executive Development Center, teaching both the Insurance & Risk Management and Estate Planning courses for the CFP® program until the program ended in 2012. He has written and lectured on various financial topics and has appeared on WJAR TV 10’s News at Sunrise program.
Arthur can be reached at 401-356-1400 ext 111 or at firstname.lastname@example.org.