Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
The investment insights of Merrill, along with access to the banking services and lending solutions of Bank of America, can offer a range of potential opportunities in today’s fast-moving economy. In this environment, we believe you should have a financial advisor who asks thoughtful questions, can call upon a global network of specialists and can offer thought leadership that can be instrumental in helping you pursue your financial goals.
Richard (Rich) offers access to the investment resources of Merrill and banking convenience of Bank of America to help clients address the various aspects of their financial lives. Rich's passion for working with small business owners, like his parents, led to him to begin his career in financial services in 2008. His business-mindedness enables him to comfortably guide sophisticated clients through all phases of wealth management. In addition to his considerable experience in the financial services industry, Rich is an analyitical problem solver with strong research and communication skills. He leverages these skills to help his clients effectively navigate volatile markets while planning for retirement or major life events. Rich understands his clients confront few more important decisions than where and how they invest. It is because of this understanding that Rich takes such great care to never expose his clients to unnecessary risks.
Rich also maintains his licenses as a residential and commercial mortgage loan originator and REALTOR®, allowing him to give his clients unique insights and guide them in ways most financial advisors cannot.
Prior to beginning his career in financial services, Rich earned his Bachelor of Business Administration (B.B.A.) as well as his Bachelor of Science (B.S.) from Western Michigan University's Haworth College of Busines and School of Communication, respectively.
Rich resides in Grosse Pointe Farms with his wife, Andreana (Ana), and daughter Isla. In their spare time they enjoy trying new restaurants, exploring Metro Detroit, and attending community events.
NMLS ID: 1333797
Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as the St. Jude Children's Research Hospital . Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.
Western Michigan University
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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
Bank of America, N.A.
Wealth Management Lending Officer
Bank of America, N.A.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.