With over 35 years of dedicated service at UPS, Richard brings a wealth of experience and a unique perspective to his role as a Wealth Advisor at Equitable Advisors. Throughout his distinguished career Richard developed a strong foundation in logistics and operations, which has honed his analytical skills and attention to details—qualities that he now applies to financial services and investment strategies. Transitioning from the corporate world to financial advising, Richard is driven by a lifelong passion for helping individuals achieve their retirement and investment goals. His extensive experience in raising a family has enriched his understanding of the challenges and aspirations that families face. This personal journey allows him to connect with clients on a deeper level, empathizing with their concerns and dreams.
Richard’s commitment to investing extends beyond his professional life, he has successfully navigated his own investment journeys , gaining firsthand knowledge of market dynamics. This experience empowers him to help clients as they strive toward their financial goals while focusing on each client’s unique situation, risk tolerance, and objectives.
At Equitable Advisors, Richard is dedicated to building lasting relationships with his clients, helping ensure they feel understood and supported every step of the way. His value proposition lies in his ability to relate personally to each individual, creating customized financial strategies that not only align with their goals but also inspire confidence for the future.
Richard helps individuals transitioning to a new job, preparing for retirement, or currently enjoying retirement. He is committed to delivering customized strategies that reflect your individual goals and circumstances. Alongside his varied experience, Richard holds his Series 6,7,63 and 65 registrations, in addition to life and health insurance licenses. This broad range of qualifications enables him to provide a diverse array of financial and investment strategies tailored to meet the unique needs of each client.
Richard graduated from Roanoke Colleges with a Bachelor’s Degree and subsequently earned his MBA from Virginia Tech, equipping him with a strong foundation in business and financial services. In recognition of his exceptional performance, Rick was honored as NY Life New Organization Rookie of year, showcasing his commitment to client success and strategies. Additionally, his passion for community engagement is evident through over 10 years of experience coaching both recreational and travel sports, demonstrating his leadership skills and dedication to fostering growth in others.
Richard, a lifelong Roanoke resident, is married to Bonnie for over 30 years, they have three children. Their strong family values of hard work and compassion shape Rick’s community-focused personal and professional life.