Malcolm Alfred Makin, Jr.

Founder at New England Professional Planning Group, Inc.

Malcolm Alfred Makin, Jr.

Malcolm Alfred Makin, Jr.

Founder at New England Professional Planning Group, Inc.

Biography

Mr. Malcolm A. Makin, Jr., is a President at New England Professional Planning Group, Inc. He has served on both state and national boards related to the Financial Planning industry including the Board of Directors of the Institute of Certified Financial Planners, the Board of Governors of the Certified Financial Planner, Board of Standards and the Financial Planning Association of Rhode Island. From 1987-1993, he served on the National Board of Ethics and Professional Responsibility for Certified Financial Planners of which he was Chairman for three years.He received his BA in Liberal Arts from Nyack College.

Overview
Career Highlights

New England Professional Planning Group, Inc.

RelSci Relationships

305

Number of Boards

2

Number of Awards

4

Relationships
RelSci Relationships are individuals Malcolm Alfred Makin, Jr. likely has professional access to. A relationship does not necessarily indicate a personal connection.

Consultant at European Bank for Reconstruction and Development

Relationship likelihood: Strong

Relationship likelihood: Strong

Chairman & Chief Executive Officer at Raymond James Financial Services, Inc.

Relationship likelihood: Strong

Chief Financial Officer & Executive Vice President at Raymond James Financial, Inc.

Relationship likelihood: Strong

Senior Vice President & Senior Fiduciary Services Officer at Webster Bank NA

Relationship likelihood: Strong

Financial Advisor at New England Professional Planning Group, Inc.

Relationship likelihood: Strong

Financial Advisor at New England Professional Planning Group, Inc.

Relationship likelihood: Strong

Financial Advisor at New England Professional Planning Group, Inc.

Relationship likelihood: Strong

Chief Financial Officer at New England Professional Planning Group, Inc.

Relationship likelihood: Strong

Head, Private Client Group at Raymond James Financial Services, Inc.

Relationship likelihood: Strong

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Malcolm Alfred Makin, Jr.
Founder at New England Professional Planning Group, Inc.
Education

NYACK COLLEGE, A CHRISTIAN & MISSIONARY ALLIANCE EDUCATIONAL INSTITUTION, THROUGH ITS UNDERGRADUATE, GRADUATE AND SEMINARY PROGRAMS, PURSUES ITS HISTORICAL MISSION OF PREPARING MEN & WOMEN TO "TAKE THE GOSPEL OF JESUS CHRIST TO THE WORLD."

Career History
Principal
1989 - Current

Raymond James Financial Services, Inc., part of Raymond James Financial, Inc., is an American company located in St. Petersburg, FL, that provides brokerage services. Richard G. Averitt is the current CEO of the firm.An excerpt from the company's website reads as follows: Raymond James Financial Services, Inc., is a financial services firm supporting more than 4,300 independent financial advisors nationwide. Since 1974, Raymond James Financial Services, Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 7,500 financial advisors in 3,000 locations throughout the United States, Canada and overseas. Total client assets are $750 billion.

Founder
1976 - Current

Professional Planning Group provides comprehensive wealth management services to individuals, families, businesses, foundations and endowments. Its services include investment planning, retirement planning, estate conservation, college funding, risk management, and tax management. The company was founded by Malcolm A. Makin in 1976 and is headquartered in Westerly, RI.

Boards & Committees
Member, Board of Directors
Prior
Member, Board of Directors
Tenure Unconfirmed
Investment Adviser
Tenure Unconfirmed
Political Donations
$500
2004

The National Republican Congressional Committee (NRCC) is the Republican Hill committee which works to elect Republicans to the United States House of Representatives. The NRCC was formed in 1866, when the Republican caucuses of the House and Senate formed a "Congressional Committee". It supports the election of Republicans to the House through direct financial contributions to candidates and Republican Party organizations; technical and research assistance to Republican candidates and Party organizations; voter registration, education and turnout programs; and other Party-building activities.

$300
1999

The National Republican Congressional Committee (NRCC) is the Republican Hill committee which works to elect Republicans to the United States House of Representatives. The NRCC was formed in 1866, when the Republican caucuses of the House and Senate formed a "Congressional Committee". It supports the election of Republicans to the House through direct financial contributions to candidates and Republican Party organizations; technical and research assistance to Republican candidates and Party organizations; voter registration, education and turnout programs; and other Party-building activities.

Awards & Honors
Rank #83
2011
Barron's Magazine - Top 100 Independent Financial Advisors
Rank #72
2010
Barron's Magazine - Top 100 Independent Financial Advisors
Rank #71
2009
Barron's Magazine - Top 100 Independent Financial Advisors
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