As a principal of Abuls, Bone & Eller and CERTIFIED FINANCIAL PLANNER™ practitioner, Rich is responsible for the development of the overall investment strategy; manages the business of Abuls, Bone & Eller; and serves as a lead on managing client relationships. His professional strengths are in the personal financial planning and macroeconomic aspects of the financial markets. Investing has become a global concern, and Rich’s insight into the world’s political, economic and financial systems is a major contribution to our strategic investment policy.
Planning, discipline and research have always been the cornerstones of our business.
After graduating from Illinois State University in 1983 with an undergraduate degree in finance, Rich joined Pines Financial Group, where he was a partner from 1985 through 1999. He then joined Peter and Jim in forming Abuls, Bone & Eller. Rich was named a member of the Raymond James Chairman’s Council in 2018.* Rich has three children and enjoys music, reading, fitness, travel and golf.
*Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. No fee is paid in exchange for this award/rating.