Rick is a CERTIFIED FINANCIAL PLANNER™ and Senior Vice President of Wealth Management with Raymond James in the Doylestown, Pennsylvania, office.
Rick’s priority is putting his clients’ interests first when helping them achieve their financial goals.
Rick graduated from Boston University with a Bachelor of Science in business administration/finance and an international finance minor through the London School of Economics. From 1990 to 1999, Rick was a floor trader and portfolio manager on the London, New York and Philadelphia financial exchanges. In 1999, Rick moved to Smith Barney (where he remained until 2007), then Morgan Stanley, where he served as a financial advisor and portfolio manager until he joined Raymond James in 2020.
Rick has been happily married to Keirsten since 1993. They have two great sons named Connor and Keith, and live in the quiet countryside of Hilltown, Pennsylvania, with their Chinook dog, Dakota, and their one-eyed rescue cat, Bagheera. Both Connor and Keith are graduates of La Salle College High School. Keith graduated with honors from Ursinus College, and works at Wagner Wealth Management of Raymond James as a Client Service Associate. Connor is a college athlete at West Chester University in West Chester, PA. Rick was born in Bellefonte, Pennsylvania, (near Penn State) and raised in Huntingdon Valley, Pennsylvania. When not working with his clients, Rick enjoys surfing, watching high school and college football, boating, traveling, and spending time with his family and friends.
Drawing on over 30 years of experience, Rick helps a select group of successful families, business owners and executives manage their wealth.
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.