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OUR TEAM

GCU Wealth Advisors

Investments, Retirement and Insurance

With nearly 30 years of experience, Stephen Volpe is well versed and accomplished in many aspects of the financial services industry.

Stephen is a registered representative with Royal Alliance Associates, Inc., a prominent independent, full service broker-dealer.

Stephen has a proven track record for providing sound financial guidance to his members. Prior to joining Universal Wealth Management/Greenwood Credit Union/ GCU Wealth Advisors, Stephen served as a Senior Investment Advisor/Senior Vice President at Santander. Stephen’s primary responsibilities included managing financial portfolios, analyzing existing financial and retirement planning and providing recommendations including stocks, bonds, mutual funds, life insurance, annuities, long term care and more.

While at Santander, Stephen served on the Executive Council to assist in the development of new products and was elected to serve on the President’s Council in an effort to improve programs and elevate the company. Stephen has also recruited, trained and developed numerous associate financial consultants throughout his many years in the financial industry.

A graduate of the University of Rhode Island, Stephen resides in Cranston, RI.

Registered Financial Advisor and Fiduciary

Series, 6, 7, 63, 65, 24 Security Licenses

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Stephen Volpe

GCU Wealth Advisors
Managing Director of New Business

Located at:
Greenwood Credit Union
2669 Post Road
Warwick, RI  02886

Phone: 401-562-2743
Fax: 401-739-5596
Email: [email protected]

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stephen_volpe

Stephen Volpe

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GCU Wealth Advisors
Managing Director of New Business

Located at:
Greenwood Credit Union
2669 Post Road
Warwick, RI  02886

Phone: 401-562-2743
Fax: 401-739-5596
Email: [email protected]

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Kaitlyn Miller

Universal Healthcare at GCU Wealth Advisors
Director of Healthcare / Insurance Specialist
Phone: 401-562-2743 / 401-331-7600
Email: [email protected]

Kaitlyn Miller serves as the director of Universal Healthcare at GCU Wealth Advisors, and has extensive knowledge in the insurance and healthcare industry.

Kaitlyn is a graduate of Bryant University where she received her Bachelor of Science Degree in Business Administration with a dual concentration in Management and Entrepreneurship.

Whether you are a newly married couple, parents planning for your child’s education, an employee planning for retirement or someone facing an unexpected job change, Stephen and Kaitlyn can help you reach your financial goals.

Where do you see yourself in 5, 10, or even 20 years? Do your financial plans align with those goals?  Let GCU Wealth Advisors help you get there!

*Kaitlyn is not registered with Royal Alliance Associates, Inc.

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Our Mission at GCU Wealth Advisors is to help you and your family gain the financial freedom you deserve to achieve your goals through the many major life transitions.

Fundamental to achieving financial wellness is knowing that your investment strategies have been coordinated to support each of your life goals. We are working every day to provide you the security of knowing that together, we’ll stay prepared to anticipate the unexpected challenges that may come your way.

GCU Wealth Advisors Program

Individualized and thoughtful financial advice and personalized service

The GCU Wealth Advisors Program is offered through our local partner, Universal Wealth Management, in conjunction with Royal Alliance Associates, a prominent independent, full service registered broker/dealer.

There are many important financial decisions that must be made throughout one’s life. GCU Wealth Advisors has collaborated with Universal Wealth Management/ Royal Alliance Associates to help you gain the financial freedom you deserve to achieve your goals through the many major life transitions.

We strive to provide top-notch, individualized and thoughtful financial advice and personalized service in the context of a trusting and supportive professional relationship. With the reassurance of knowing that today, your assets are aligned to meet your life goals, and with the confidence that your strategies will stay aligned with your passions tomorrow – we strive to help you enjoy the freedom that financial wellness can bring.

Fundamental to achieving financial wellness is knowing that your investment strategies have been coordinated to support each of your life goals. We are working every day to provide you the security of knowing that together, we’ll stay prepared to anticipate the unexpected challenges that may come your way.

GCU WEALTH ADVISORS CAN ASSIST YOU WITH:

  • Social Security and Medicare
  • Investment Planning
  • Retirement Planning
  • Business Planning
  • Insurance Planning
  • Tax Planning
  • Estate/Generational Planning
  • Educational Planning
  • Personal Finance
  • Life Events: Expected and Unexpected
Universal Health and Wealth Consultation

Striving to deliver an unprecedented level of personalized service and expertise.

Today, financial portfolios and non-liquid assets, while obviously important, are only one of the critical elements that make up and affect the cash flow that you will absolutely need for your retirement income – cash flow that help you to not outlive your money.

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Located at: Greenwood Credit Union
2669 Post Road, Warwick, RI 02886
Phone: 401-562-2743   
Email: [email protected]

Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Universal Wealth Management and FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Securities and Investment Advisory Services offered through Royal Alliance Associates Inc. (RAA), Member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. *(Additional insurance services Universal Wealth Management, LLC. and GCU Wealth Advisors)* at your option. Securities products are: Not NCUA Insured, No Credit Union Guarantee, May Lose Value. Neither Royal Alliance Associates, Inc., nor its representatives or employees provide legal, tax or accounting services.  This communication is strictly intended for individuals residing in the states of CT, FL, MA, RI.  No offers may be made or accepted for any resident outside the specific state(s) referenced.