Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
The RPM Group is a Wealth Management Advisor to high net worth individuals, business owners, and executives. Operating in Merrill Lynch's Wealth Management Division, The RPM Group functions as a private boutique within one of the world's premier wealth management companies.
We place a premium on providing attentive, personalized, and intimate client service. Together with specialists from Merrill Lynch's global team of resources, we position ourselves with clients who value objectivity, premier access to investments, rigorous due diligence, and risk management.
Our investment philosophy is providing wealth preservation strategies utilizing discretionary portfolio management for income. Our vision is for every family to have a wealth management strategy today to ensure a better future for our children tomorrow.
Chad Richey, CFP® certification awarded by the Certified Financial Planner Board Standards, Inc. and Senior Resident Director entered the Securities Industry in 2001.
Chad is a qualified Portfolio Advisor who, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch or approved third-party investment managers' strategies, funds or portfolios.
Chad holds a Business degree with a concentration in Finance from Birmingham Southern College. He has prior experience in both the Banking and Forestry Industries. Chad is active in Vistage and Boy Scout Troop 320. Chad spends his time helping with Ducks Unlimited, The National Wild Turkey Federation, and St. Judes Hospital. Chad and his wife Janet live in Birmingham, AL and have three children: Jack, Robert, and Guy. They are members of Brookwood Baptist Church.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirement|Rebecca Souders, Registered RD Assistant, entered into the Securities Industry in 1989. Rebecca provides clients with a high level of attentive and personalized service.
Rebecca graduated with honors from Broward Community College with an Associate of Science Degree in Business Administration.
Rebecca and her husband Blake have three children: Hunter, Hayden, and Haley.
Victoria Ports, Client Associate entered the Securities Industry in 2015. Victoria provides clients with a high level of attentive and personalized service. She graduated from Birmingham-Southern College in 2015. She ran cross country and track while she was in school. She is from Crossville, TN.
Our advisors and client associates are actively involved in the communities they serve. They devote significant time, energy and resources to help create positive change in the areas in which they live and work. Our team is enthusiastically involved with assisting charitable organizations such as Ducks Unlimited, The National Wild Turkey Federation, The Coastal Conservation Association, and St. Jude Children's Hospital.
Pell City High School
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.