Donald F. Vendetti, CLTC
Financial Planner
Financial Services Representative



Towne Plaza
900 Route 134
South Dennis, MA 02660


(508) 760-4072


(508) 760-4022

Richard J. Petrucci, Jr., J.D., CPA, CFP®

Richard J. Petrucci, Jr., J.D., CPA, CFP®

Attorney - Estate and Business Planning

Rick Petrucci focuses in the areas of estate planning, business succession planning, financial planning, executive compensation planning, taxation, asset protection planning, special needs planning, and elder law.
Rick’s creativity, experience, and resourcefulness enable him to work well with our clients and
their professional advisors in order to implement responsive solutions for financial objectives.
Previously, Rick had been an estate planning attorney in private practice, an estate and business planning attorney with a national insurance company, and a tax lawyer with an international accounting firm.
In addition to being an attorney, Rick is also a CERTIFIED FINANCIAL PLANNER™
certificant and a Certified Public Accountant.
Rick graduated from Bryant University with a B.S. in Business Administration (Accounting and
Finance) in 1988 and from Hofstra University School of Law in 1991.
Rick is a member and past Co-Chairperson of the Probate & Trust Committee of the R.I. Bar
Association; a member and past Chairperson of the Financial Planning Association, Rhode
Island Chapter; a member of the Estate Planning Council of Rhode Island; and a member of the Parish Finance Council, Holy Apostles Church in Cranston, Rhode Island.
Rick is frequently quoted in national and local publications, including Forbes, MarketWatch, and
Providence Business News.


Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck