Skip Briggs
Vorstandsvorsitzender bei Briggs Advisory Group, Inc.
Profil
Mr. Harold E.
Briggs is a Wealth Advisor at Briggs Advisory Group, Inc. He has over 40 years extensive tax and wealth advisory experience, he works to ensure the design and implementation of tax-optimized, goal-focused, planning-driven wealth management solutions meet each client’s unique needs.
Mr. Briggs has previously served terms as treasurer at the Central Rhode Island Chamber of Commerce, treasurer and vice president at Meeting Street Center, and a member of the Professional Advisory Council at the Rhode Island Foundation.
Prior to his time at Briggs Advisory Group, he held positions of managing director, tax partner and tax director at a variety of firms.
He received his Bachelor of Science in Business Administration in accounting from Bryant University in 1983.
Aktive Positionen von Skip Briggs
| Unternehmen | Position | Beginn |
|---|---|---|
Briggs Advisory Group, Inc.
 Briggs Advisory Group, Inc. Investment ManagersFinance Briggs Advisory Group, Inc. (Briggs) is an investment management firm headquartered in Lincoln, Rhode Island. The firm was founded in 2018 by Harold “Skip” Briggs Jr. They were acquired in 2023 by Buckingham Strategic Wealth LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Briggs offers comprehensive financial planning services to individuals and families, which includes investment management, retirement planning and insurance planning. | Vorstandsvorsitzender | 01.01.2018 |
Ehemalige bekannte Positionen von Skip Briggs
| Unternehmen | Position | Ende |
|---|---|---|
Disanto, Priest & Co.
 Disanto, Priest & Co. Miscellaneous Commercial ServicesCommercial Services Disanto, Priest & Co. is a business advisor that serves privately-held companies in various industries such as construction, commercial fishing, cannabis, distribution, manufacturing, precious metals, professional services, real estate, retail, and technology. Disanto, Priest is based in Warwick, RI. The private company provides tax planning, tax compliance, assurance, and wealth advisory services to the owner operators of those closely-held entities. | Corporate Officer/Principal | 01.01.2015 |
Ausbildung von Skip Briggs
| Bryant University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Briggs Advisory Group, Inc.
Briggs Advisory Group, Inc. Investment ManagersFinance Briggs Advisory Group, Inc. (Briggs) is an investment management firm headquartered in Lincoln, Rhode Island. The firm was founded in 2018 by Harold “Skip” Briggs Jr. They were acquired in 2023 by Buckingham Strategic Wealth LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Briggs offers comprehensive financial planning services to individuals and families, which includes investment management, retirement planning and insurance planning. | Finance |
Disanto, Priest & Co.
Disanto, Priest & Co. Miscellaneous Commercial ServicesCommercial Services Disanto, Priest & Co. is a business advisor that serves privately-held companies in various industries such as construction, commercial fishing, cannabis, distribution, manufacturing, precious metals, professional services, real estate, retail, and technology. Disanto, Priest is based in Warwick, RI. The private company provides tax planning, tax compliance, assurance, and wealth advisory services to the owner operators of those closely-held entities. | Commercial Services |
