Richard E. Mayer, Certified Financial PlannerTM, Chartered Life Underwriter, Chartered Financial Consultant, Certified in Long-Term Care
Richard brings 27 years of experience in the financial services industry with a primary focus on comprehensive financial planning. His clients include corporate executives and managers, physicians, teachers, retirees and other high-net-worth individuals. Richard has appeared on Long Island News 12, CNN and Bloomberg, among others. In addition, he has been quoted in The New York Times, Newsday, Financial Planning, Reuters, CNNfn, Investment Advisor and served as a consultant for many chapters in Fred Brock’s recently published book “Retire on Less Than You Think.”
OBJECTIVES:
- To help my clients achieve and maintain financial wellness.
- To objectively assess your current financial position, identify goals (both short and long-term), detect problem areas and recommend the most effective options designed to meet your goals.
- To coordinate your needs in the areas of investments, insurance, tax reduction, preservation planning, college funding, retirement and estate planning.
- To recognize the need for the expertise of other professionals, such as accountants, attorneys or actuaries, and to act as a coordinator for such a team of consultants.
PROFESSIONAL LICENSES:
- Registered Principal (Series 24)
- Registered Representative (Series 7)
- Uniform Investment Advisor Law Exam (Series 65)
- Uniform State Securities Laws (Series 63)
- Life, Health and Disability Insurance Licenses
MEMBERSHIPS & ACHIEVEMENTS:
- Qualifying Member - Top of the Table, Million Dollar Round Table* for eight years
- Qualifying Member - Court of the Table, Million Dollar Round Table* for 13 years
- Qualifying Member - Million Dollar Round Table* for 17 years
- Member in Good Standing, Certified Planner Board of Standards, Inc
- Member of the Nassau Association of Insurance and Financial Advisors since 1981
EDUCATION:
- Chartered Life Underwriter, The American College, Philadelphia, Pennsylvania
- Certified in Long-Term Care, The Corporation for LTC Certification, Newtown, Massachusetts
- Chartered Financial Consultant, The American College, Philadelphia, Pennsylvania
- Certified Financial PlannerTM, College for Financial Planning, Denver Colorado
- Master of Arts (Psychology), New York University, New York, New York
- Bachelor of Science (Liberal Arts), Springfield College, Springfield, Massachusetts
*Membership is based upon personal production, professional knowledge, ethical conduct and client service.
About Raymond James
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 6,500 financial advisors
- 2.4 million client accounts
- 2,600 locations (United States, Canada and abroad)
- $372 billion in client assets
- $38 billion managed by its subsidiary asset managers
Raymond James Financial was named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results.