Richard Romano Jr

By Appointment Only

3803 Visalia Court
Driggs, ID 83422

Rich began his investment industry career in 1995. He has a genuine excitement for tracking the markets and focuses on developing customized wealth management strategies to help clients pursue their legacy goals. He feels lucky to do his work surrounded by dedicated, fun and engaged team members.

Committed to continuing to learn about his chosen field, Rich earned the Chartered Retirement Plans Specialist® designation through the College for Financial Planning. In addition, he earned a bachelor’s degree from the University of Utah and holds Series 7, 9, 10, 63 and 65 securities licenses.

One of Rich’s core values is giving back and being an active member in his community. He has served on the board of directors in various roles for the following nonprofits and organizations:

• Repertory Dance Theatre
• Utah Coalition Against Sexual Assault
• Utah Heritage Foundation
• St. Ambrose Catholic School
• Judge Memorial Catholic High School
• Bad Dog Rediscovers America
• Race Swami
• Ronald McDonald House Corporate Counsel
• Snowbird Sports and Education Foundation
• Community Resource Center of Teton Valley (current)

Rich is married to his wife, Bridget, and they have two adult children, Simon, who lives in the Rocky Mountains, and Izzy, who currently lives in Salt Lake City.

*Awarded at previous firm.

The 2026 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2024 to 3/31/2025 and was released on 01/07/2026. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 12,787 team nominations, 6,149 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.