The Richardson Team consists of Gordon Richardson, Robbie Cox, Drew Patterson, Hanna Dolegowska and Hunter Jones. We have collectively over 150 years of experience in the financial services industry. We focus on assisting affluent clients attain their financial goals through specialized, customized long-term wealth and investment management. We focus on understanding our clients’ life goals and objectives, developing a plan that fits their individual needs. Client service is of the utmost importance to us.
You live in a world that's constantly changing. Markets can fluctuate frequently. Potential investment opportunities can arise daily. Regulations are enacted or amended. That's why understanding you and your situation is the best place to start helping you plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. By understanding you and your priorities, we can more effectively provide you with the experience and resources needed to help you build a personalized plan that is rooted in the unique complexities of your life.
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.
