Richard Jagodzinski
With more than 30 years’ experience, Rick has worked with numerous families, business owners and executives to meet their financial goals. He focuses on a very personal relationship in order to foster a significant impact on the client’s financial well-being. Rick has built a reputation of working with client’s CPAs, estate & tax attorneys and other experts to support their needs. We focus on delivering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. We have access to the investment insights of Merrill and banking convenience of Bank of America helps address the various aspects of clients’ financial lives.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
