ABOUT US | Our Team

Jeff Loring, CFP®, CLTC, CRPS®
jeff@LoringAdvice.com

Jeff started his career in the insurance industry in 1979, which evolved into investments and financial planning in 1993. After several years with American Express Financial Advisors, he established Loring Financial Planning & Investments, Inc., to better serve clients as an independent fee-based financial advisor.

As a CERTIFIED FINANCIAL PLANNERprofessional, Investment Advisor Representative of Commonwealth Financial Network, and Certified Long-Term Care Consultant, his practice focuses on assisting high-net-worth individuals and business owners to develop comprehensive investment, insurance, and retirement planning strategies to meet most any short- or long-term financial objectives. This includes customized investment planning programs, retirement planning, estate planning, and tax management strategies.

He has resided in Smithfield, Rhode Island, since 1985, and is married with two children.

Degrees/Designations

  • CERTIFIED FINANCIAL PLANNER (CFP®
  • Certified in Long-Term Care Planning (CLTC)
  • Chartered Retirement Plans SpecialistSM (CRPS®)
  • General Securities Principal (FINRA Series 24)
  • General Securities Representative (FINRA Series 7)
  • Uniform Securities Agent (FINRA Series 63)
  • Uniform Investment Advisor (FINRA Series 65)
  • Investment Advisor Representative
  • Licensed Insurance Broker/Agent
  • Bachelor of Science 

Professional Affiliations

  • Financial Planning Association (FPA)
  • RI Society of Certified Financial Planners
  • Corporation for Long-Term Care
  • Past President Smithfield Rotary Club
Leaders Level
Jeffrey Loring is proud to have been recognized as a Leaders Level advisor for 2015—a distinction based on annual production attained this year by just 10 percent of advisors affiliated with Commonwealth Financial Network.




  

Colleen Farley, CFP®, LTCP, CLTC
colleen@LoringAdvice.com

Colleen joined the practice in October 2006 with more than 20 years of insurance experience. As a CERTIFIED FINANCIAL PLANNER™, Investment Advisor Representative of Commonwealth Financial Network, Long-Term Care Professional and Certified Long-Term Care Consultant, her practice focuses on financial planning. This includes assisting our clients and their families in dealing with care giving and the preservation of assets that may be devastated by long-term health issues in retirement.

She has resided in Smithfield, Rhode Island, for more than 20 years with her husband and two children.

Degrees/Designations

  • CERTIFIED FINANCIAL PLANNER™
  • Investment Advisor Representative
  • Long-Term Care Professional (LTCP)
  • Certified in Long-Term Care (CLTC)
  • Limited Representative - Investment Company and Variable Contracts (FINRA Series 6)
  • General Securities Representative (FINRA Series 7) 
  • Uniform Securities Agent (FINRA Series 63)
  • Uniform Investment Advisor (FINRA Series 65) 
  • Licensed Insurance Broker/Agent
  • Bachelors of Business Administration - University of Houston
  • Financial Planning Certificate Program - Bryant University



Nick Loring, CFP®, MBA, CRPC®, CRPS®
nick@LoringAdvice.com

Nick joined the practice in January 2013 after several years with Merrill Lynch. Prior to his career as a Financial Advisor, Nick served as a Captain in the United States Army as a Field Artillery Officer, where he was deployed in support of Operation Iraqi Freedom, and awarded a Bronze Star.

As a CERTIFIED FINANCIAL PLANNERTM, Chartered Retirement Planning CounselorSM, Chartered Retirement Plans SpecialistSM, Investment Advisor Representative of Commonwealth Financial Network, and Master of Business Administration, his practice focuses on creating solutions to optimize retirement income. This includes analyzing & developing customized investment programs designed to assist clients and enable them to meet their long-term financial objectives.

Nick currently resides in Smithfield, Rhode Island with his wife Jennifer.

Degrees/Designations
  • CERTIFIED FINANCIAL PLANNERTM (CFP®)
  • Chartered Retirement Planning CounselorSM (CRPC®)
  • Chartered Retirement Plans SpecialistSM (CRPS®)
  • General Securities Principal (FINRA Series 24) 
  • General Securities Representative (FINRA Series 7)
  • Uniform Combined State Law Examination (FINRA Series 66)
  • Investment Advisor Representative
  • Licensed Insurance Broker/Agent
  • Master of Business Administration (MBA) – Mississippi State University
  • Bachelor of Science in Business Administration; Finance – Bryant University

Community Affiliations

  • Leadership Rhode Island, Mu II Class (2016)
  • Treasurer, Smithfield Rotary Club
  • Treasurer, Board of Trustees, Greenville Public Library
  • Board Member, Ocean State Veterans Community Network  
  • Member, Smithfield Heritage Hall of Fame Committee
  • Member, Lincoln Country Club 



Kerrie Amato
kerrie@loringadvice.com

Kerrie joined Loring Advisory Group as a Client Service Associate in 2000. In this role, she assists with advisor & client support and office administration. She currently holds her FINRA Series 6 and 66 registrations. Kerrie began her career in the financial services industry in 1997
as an assistant to advisors of Linsco/Private Ledger. She graduated from the Katharine Gibbs School in Providence as a Certified Executive Secretary. Kerrie resides in Coventry and enjoys outdoor activities and spending time with family.



  

Crystal Wild
crystal@LoringAdvice.com

Crystal began her career in the financial services industry in 2008, after which she joined Loring Advisory Group in 2010 as a Client Service Associate.  Crystal has worked exclusively in the field of client service, including supporting roles in both the banking and law arenas. Currently she provides both client and broker support in all aspects of the firm, in addition to holding her FINRA Series 6 and 63 registrations.  Crystal and her husband David reside in Smithfield, and enjoy spending their Sundays in the fall rooting for the New England Patriots.




Maria Garcia
maria@loringadvice.com

Maria joined Loring Advisory Group in 2014 as a Client Service Associate, having been previously with Sullivan Tire for fifteen years.  Her role at Loring Advisory Group is to provide operational and logistical support to our advisors and work with our clients to handle inquiries and account servicing.  Maria earned her Bachelor of Science Degree with a concentration in Psychology from Bridgewater State University.  She currently resides in Smithfield with her husband John, where they enjoy going to the park with their Golden Retriever Brady, watching sports, and spending time with family.




CFP®, CERTIFIED FINANCIAL PLANNER™, andare certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.


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