Rick Antoun
Rick joined the The O'Reilly Bouley Group in 2020 after being with UBS Financial Services since 2016. Rick helps clients pursue the life they envision through a one-on-one relationship. By understanding the client’s needs and pairing it with customized comprehensive financial advice and guidance, Rick is able to recommend and implement wealth management strategies.
Rick serves as a resource to his clients. He focuses on clients’ goals and takes pride in learning about his clients so he can best anticipate their respective desires. His common sense approach and delivered promptness drives Rick to help clients protect what they have worked so hard to earn.
Rick was born and raised in Cincinnati, Ohio, graduated from the University of Cincinnati with a Bachelor's degree in Finance and a minor in Marketing. He holds the FINRA Series 7 and Series 66 registrations, Insurance License, and the Chartered Retirement Plans Specialist™ designation. Rick is an automotive enthusiast, enjoys the outdoors, sports, and spending time with his friends and family.
Rick joined the Merrill in 2020 after being with UBS Financial Services since 2015. Rick helps clients pursue the life they envision through a one-on-one relationship. By understanding the client's needs and pairing it with a customized, holistic financial plan, Rick is able to recommend and implement investment solutions.
Rick serves as a partner to his clients. He focuses on clients' goals and takes pride in learning about his clients so he can best anticipate their respective desires. His common sense approach and delivered promptness drives Rick to help clients protect what they have worked so hard to earn.
Rick was born and raised in Cincinnati, Ohio, graduated from the University of Cincinnati with a Bachelor's degree in Finance and a minor in Marketing. He holds the FINRA Series 7, Series 66 registrations, and Insurance License. Rick is an automotive enthusiast, enjoys golfing, being outdoors and spending time with his friends & family.
From client service to digital innovation, Merrill consistently earned national and global recognition as a leader in the financial services industry.
1. WealthBriefing WealthTech Americas Awards, February 2025. The judging process is guided and assisted by a panel of independent experts, each of whom has been actively involved in the family office and wealth management industry for many years and have an in-depth knowledge of the WealthTech sector.
2. The Digital Banker Digital CX Awards, April 2025. Nominees are selected on the qualitative and quantitative depth of their nominations. The Digital Banker research team will shortlist four institutions or individuals per category, which will then be put to our impartial panel of expert judges who will undertake a rigorous audit type process to carefully select the winners.
3. Bank of America employs Ipsos, in conjunction with Qualtrics to continuously measure Merrill Lynch Wealth Management client satisfaction via an online survey. Results quoted are from surveys conducted June 1, 2024 – May 31, 2025, with a total sample of 40,742 clients randomly drawn from the Merrill Lynch Wealth Management client base after eligibility (minimum $100,000 in household assets, advised relationships) and privacy exclusions (deceased, in litigation, bad email address, etc., and had they been included percentages may be different). When asked how satisfied the client was with their primary financial advisor, 95% rated them a 9 or 10; 4% a 6–8; and 1% a 1–5.
4. Money Management Institute (MMI) / Barron's Industry Awards, October 17, 2024. Winners were selected by a specially appointed MMI Industry Awards Steering Council. The Steering Council consists of representatives from all segments of the MMI membership. After carefully reviewing the nominations submitted, the Steering Council determined a slate of finalists in each award category. The primary contacts at each of MMI's member firms were eligible to vote to determine the winners.