Richard has over 35 years of experience providing financial, wealth management advice and services. Richard joined Merrill Lynch Wealth Management in 1997. He is committed to providing outstanding guidance and service to the families he works with. He holds a designation of Chartered Retirement Planning Counselor™. Richard is currently on the Board of the Boys and Girls Club of Sarasota County.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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.
