Richard Mansour, is a Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with Merrill since May 2003.
He began his career in the financial services industry with Salomon Smith Barney in Atlanta as a Private Wealth Manager in their high net worth private client arena. Prior positions before joining Merrill included serving as the CFO for a multi store regional retail corporation for 23 years.
Rick is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program as a Portfolio Manager, he may manage his strategies on a discretionary basis.
Rick drives the preparation and implementation of wealth management strategies that seek to create, grow, and preserve the wealth of his clients making recommended adjustments as warranted by the life events of his clients and the market conditions while staying true to the client’s long-term investment plan and cash flow needs. Clientele include individuals, families, businesses and charitable foundations.
Rick graduated with a BBA degree from the University of Georgia's Terry College of Business. He is active in his church and various charitable organizations. Rick and his wife, Marilyn, reside in Birmingham, Alabama. During his off time, Rick is an avid golfer and also enjoys live theatre and traveling for entertainment.
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.