Frederick J. Harkins (Rick) is the Managing Principal of Harkins Wealth Management and a Wealth Management Advisor. He has worked in the financial services industry serving individual investors, business owners, corporations and nonprofit organizations for over 15 years.
Prior to starting his independent financial services practice, Rick worked at Citizens Financial Services, Inc., the then broker/dealer subsidiary of Citizens Bank. He also worked for a number of years as an Investment Representative with Edward Jones Investments and was a Financial Advisor with Merrill Lynch.
Rick is a graduate of Brown University. He has a Master’s of Science in Financial Planning (MSFP) through the McCallum Graduate School of Business at Bentley University. He is also a Certified Financial Planner (CFP) candidate. Rick also holds the Accredited Asset Management Specialist (AAMS) and the Chartered Retirement Planning Counselor (CRPC®)) designations.
Michelle Cortes-Harkins, MSW, CRPC is a partner and Wealth Management Advisor. She has been serving clients in the financial services industry for over almost 10 years. Michelle began her career as an Investment Representative at Edward Jones Investments and later was a Financial Advisor at Merrill Lynch. Michelle has her Master’s in Social Work from Rhode Island College and holds the Chartered Retirement Planning Counselor (CRPC®) designation. She is also a candidate for the Certified Financial Planner designation.
Britta Havens is the Administrative Client Associate for Harkins Wealth Management. Her background includes working in operations in several fields including financial services with increasing administrative responsibilities. She is focused and passionate about delivering superior service, and is always eager to provide skillful and knowledgeable solutions towards giving you, our clients, peace of mind. We are happy to have her as part of our team.
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