Partner | Wealth Manager
Rick began his career in finance while attending NYU, where he graduated Cum Laude as an Honors Scholar. It didn’t take him long to realize he was specifically destined for financial advising, a career that combined his passion for finance with his mission to leave a positive impact on other people’s lives through his work.
Rick’s first job was with Wells Fargo where he worked under one of the firm’s top financial advisors. He then spent time working at a boutique firm where he specialized in advanced wealth strategies for high net worth clients. In 2011, Rick opened his own advisory practice and branch office for Edward Jones where he served his own clients. In 2013, he began mentoring other advisors at the firm after winning the region’s “Leap Frog” award for having the fastest growing practice in the New Jersey region.
Today, Rick lives in New York City and manages his own independent financial planning and investment management practice through Kingsview Asset Management. From his experience in the financial services industry he’s found that many of his clients truly appreciate the time he takes to educate them on the strategies and investments he’ll be using, which in turn, helps them feel more comfortable when making decisions. Rick is proud to serve as a fiduciary for his clients while helping them plan their family’s financial futures. Through his professional relationships with accountants and attorneys, he’s able to offer clients a wide variety of both tax and estate planning resources which complement the financial and investment planning they do on an ongoing basis.
Outside of the office, Rick is an avid traveler, passionate guitar player, and he loves to play basketball and golf with friends and clients. Give him a call today or stop by the office to discuss how he may be of value to you, your family and/or your business!