Peter M. Gervais

Peter M. Gervais

Partner, Director of Tax Planning and Compliance Department
CPA, CFP®, MST

Experience & Education

  • Undergraduate degree with a concentration in accounting – Bryant University.
  • Master of Science in Taxation -Bryant University.
  • Certified Financial Planner designation.
  • Series 7 and 66 licenses.

Professional

  • Member of the American Institute of Certified Public Accountants (AICPA).
  • Member of the Massachusetts Society of Certified Public Accountants (MSCPA).
  • Recipient of the Providence Business News Forty under 40, Class of 2015.
  • Member of the Institute of Certified Financial Planners.

Community

  • Currently serves as Chairman of the Rhode Island Society of Certified Public Accountant’s Federal and State Taxation Committee.
  • Currently serves on the Board of Overseers for The Providence Children’s Museum. Served on The Providence Children’s Museum Board of Directors from April 2011 – April 2019 including multiple terms as Treasurer.

Years of Experience

  • 15+

 

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