Richard C Wilt III is Senior Resident Director and Senior Vice President with the Wilt/Polin Group in Palm Beach, FL. The Wilt/Polin Group is a team of financial advisors and registered client associates. Together they have over 60 years of combined experience in the financial services industry. They provide clients with a thoughtful approach to wealth management. Their team utilizes a goals-based wealth management process to fully understand their client’s objectives, develop personalized strategies and implement customized strategies for both individual and corporate clients. Richard earned a BA in Economics and Foreign Language from Hampden-Sydney College, Virginia. He studied international business and language at the University of Madrid, Spain and attended the School of Mortgage Banking held at the University of Vermont. He has been in the financial services industry since 1988 and was previously a Vice President with Smith Barney in Manalapan, Florida. He has given over 100 seminars and has been a featured guest speaker at several nationwide conferences.
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.
