About Brian

Understanding Today’s Financial Environment

Welcome, I’m Brian Megley, a financial professional in Newport, Rhode Island. We understand that individuals face unique challenges as they prepare for retirement. With "active management" we can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (401) 619-4500.

Brian Megley

Registered Representative / Active Management

(401) 619-4500

brian.megley@ceteraadvisors.com

Brian has almost 30 years of experience as a financial advisor bringing an "active management" and personalized approach to his clients. Brian earned his bachelors degree in Business Management with a minor in Economics from Salve Regina...

David P. Loftus

Financial Advisor

(401) 619-4500

(401) 619-4503

david.loftus@ceteraadvisors.com

“My clients deserve the highest level of service I can provide. I am committed to helping them attain long term financial well-being.” David has enjoyed an extensive career in finance and financial services , including a...

Kirsten Michelsen

Sales Assistant/Office Manager/Client Service Associate

(401) 619-4502

4016194503

kirsten.michelsen@ceteraadvisors.com

Born and raised in Rhode Island, Kirsten was awarded a Bachelor of Science from the University of Rhode Island. Her client services skills were honed early on living in Copenhagen while raising her family. Gaining fluency in Danish...