Our Principals

Sloan Associates
A 25 Year Proven Track Record
Robert H. Sloan, Jr., CLU, ChFC Catherine B. Sloan, CLU, ChFC


Robert H. Sloan, Jr., CLU, ChFC

Robert began his career in 1975, in West Chester PA, as Assistant General Agent for the Philadelphia agency of National Life Insurance Company. The agency was National Life’s top sales office four years in a row during Bob’s time there. 

In 1988 he moved to Rhode Island and formed Sloan Associates. In addition to his work with individual clients, he was General Agent for the Providence Agency until 2004. Bob received his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American Colleg in Bryn Mawr, PA. 

Bob is a past board member of the RI Society of Financial Service Professionals, and has held a variety of positions for the RI Association of Insurance and Financial Advisors. In addition to his industry activities, Bob is an active member and Past President of East Greenwich Rotary, serves on the executive commiitee of the RI Historical Society and the Library Board of RI. 

Robert is a Registered Representative and Investment Advisor Representative of Equity Services, Inc. and offers securities in Rhode Island and New York.  He is also insurance-licensed in New York and Rhode Island.  Equity Services, Inc. is a Broker/Dealer and Registered Investment Advisor Affiliate of National Life Insurance Company, Montpelier, Vermont.


Catherine B. Sloan, CLU, ChFC

Catherine began her career in 1980 and moved her practice to Rhode Island in 1988. She obtained the Chartered Life Underwriter, (CLU), and Chartered Financial Consultant, (ChFC) designations from the American College in Bryn Mawr PA.

She is a past state president for the RI Society of Financial Service Professionals, and has served on the board of the RI Association of Insurance and Financial Advisors. She is active in various ministires in her church, Christ Church in East Greenwich.

Catherine is a Registered Representative and Investment Advisor Representative of Equity Services, Inc. and offers securities in Rhode Island and New York.  She is also insurance-licensed in Rhode Island and New York.

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