Kevin P Stiles
Finance · Rhode Island, United States · 1-10 Employees
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Overview
Headquarters
83 Johnnycake Ln, Portsmouth, Rhode Isla...Phone Number
(401) 487-7344Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Kevin P Stiles
Kevin P. Stiles is a trust advisory firm that specializes in wealth management for high net worth families, focusing on financial and estate planning to ensure fairness among family members. The firm also provides services for private foundations, including the development of strategic mission statements and grant-making practices to align with donor intent. Additionally, they offer expertise in bank personal trust and charitable trust groups, emphasizing fiduciary excellence and compliance with IRS regulations. Their intended clients include affluent families and private foundations seeking tailored financial strategies and trust management.Explore more
Popular SearchesKevin P StilesSIC Code 62,628NAICS Code 52,523Show more
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2010
MD
Meredith DeGuentherChief Information Security Officer & Senior At Blue Edge Capital, Llc Client Service Specialist
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Kevin P. Stiles is a trust advisory firm that specializes in wealth management for high net worth families, focusing on financial and estate planning to ensure fairness among family members. The firm also provides services for private foundations, including the development of strategic mission statements and grant-making practices to align with don... Read More
