Rich cares about what’s most important to his clients. Whether it’s saving for a college fund, retiring the way they want or making smart financial investments, Rich fully understands that every person’s financial goals are individual to them – and demands a personalized approach in order to pursue those goals.
Rich is an experienced investment professional, with over 40 years of service in the financial services industry, working through multiple major market cycles. On a day-to-day basis, he helps his clients navigate the challenges and opportunities of a changing market. The personalized advice that Rich offers each of his clients can help them prepare for both the expected and unexpected moments in life. His goal is to help his clients feel more confident, connected and in control of their financial life.
Rich joined Raymond James in 2023 along with the Leeward Financial Group, and has previously held positions at organizations including Ameriprise, Citibank Private Bank, Smith Barney Wealth Management and Merrill Lynch, serving as a vice president in all. His experience as a financial professional is further backed by a Bachelor of Science in economics with a minor in finance from Iona College in New York.
Outside the office, Rich finds enjoyment in fishing and hunting. He resides in Florida with his wife, Lisa, and their son.