Rick White Bio Image
Kendrick W. White, CIMA® Managing Director
Private Wealth Advisor
Senior Vice President, Investments

Rick is a founding member of Princeton Wealth Advisors (PWA) of Raymond James, where he focuses on high-net-worth relationships. He works with client families to develop an overall financial strategy and execute their wealth management plans, including investments and integrated tax and estate planning. In addition to managing their financial investments, Rick works with multigenerational families to develop a wealth transfer strategy for future generations.

Before founding PWA, Rick was a vice president of investments for Merrill Lynch for 13 years. Prior to joining Merrill Lynch, Rick was a financial advisor with Prudential Securities for nine years. He began his career in the investment business with E.F. Hutton in 1984.

Rick graduated from Rollins College with a BA in business administration and earned the Certified Investment Management AnalystSM designation offered through the Investment Management Consultants Association and The Wharton School of Business. Rick also holds the Series 7, 63 and 65 licenses.

Rick has been a member of the Raymond James Chairman’s Council* (2010-2023), which acknowledges the firm’s top advisors.

Rick has earned the Private Wealth Advisor designation from Raymond James. This designation reflects his experience in managing the financial concerns of families, individuals and organizations of significant wealth, and his mastery of methods and resources necessary to support their expansive financial interests.

Rick resides in Skillman, New Jersey, and enjoys spending time with his wife, Lisa, and daughters Colby and Palmer. He also enjoys playing golf and tennis as well as traveling. True to his Boston roots, Rick is a fan of Boston sports teams.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

*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 an advisor's future performance. No fee is paid in exchange for this award/rating.

Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.