Richard is a CERTIFIED FINANCIAL PLANNER™ practitioner with more than fifteen years of experience in the financial services industry. By voluntarily completing the CFP Board's rigorous certification process, Richard has taken an extra step to demonstrate his commitment to providing the highest level of service to his clients. As a CFP® professional, he has committed to meeting the board's continuing education requirements and practicing with higher ethical standards.
Richard works diligently to empower his clients, helping them envision the retirement they want and then work toward achieving it. Objective and reliable, his focus is on overall investment management with an emphasis on fixed income and individualized financial planning.
Prior to joining Raymond James in 2015, Richard served as a second vice president at Morgan Stanley. He earned his bachelor's degree in economics from Binghamton University. Richard makes his home in Jupiter with his wife, Jennifer, and son, Brody. In his free time, he enjoys golfing and participating in CrossFit.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.