Since joining Merrill Lynch Wealth Management in 1978, Rick has been providing wealth management & investment advice and guidance to individuals and their families. This is in addition to delivering consulting, advisory, & investment management services to nonprofit organizations & institutional clients. He has in depth knowledge of a variety of asset classes, including stocks, bonds, mutual funds, and alternative investments.

Rick holds the Chartered Retirement Planning CounselorSM (CRPC^®) designation as well as the Certified Plan Fiduciary Advisor(CPFA) designation. He is also a Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.

A graduate of LeMoyne College in Syracuse, NY, Rick holds a Bachelor’s degree in Industrial Relations, as well as a Master’s degree in Public Administration from the State University of New York at Albany. He is dedicated to his local community and has served on a number of advisory boards including those of the McMahon/Ryan Child Advocacy Center, FM Education Foundation, Cystic Fibrosis Foundation, & Syracuse Symphony. He resides in Fayetteville, NY with his wife Donna. They enjoy golf, skiing, & visiting their adult sons and grandchildren.

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
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.