Angela joined Briggs Advisory Group in 2017 and serves as one of the firm's Relationship Managers. She is a licensed investment advisor representative (Series 65) and is currently enrolled in the Certified Financial Planning program at Bryant University. Her primary responsibility is to assist in maintaining client relationships and enhancing the client experience. Angela works closely with the firm’s wealth advisors in gathering and authenticating client information and data, and assisting in preparing tax-optimized, goal-focused, planning-driven solutions for our clients. She is also responsible for the review and monitoring of client investment portfolios, to assure they remain in accordance with their stated investment strategies. Prior to joining Briggs advisory Group, Angela was an educator in the public-school system for thirteen years. She received her Bachelor of Science degree in education from Rhode Island College.