Richard joined Merrill Lynch as a Financial Advisor in 2009. He began his career in the financial services industry in 1997 after graduating from Indiana University with a Bachelor of Science degree in Business Administration and Marketing.
Richard helps his clients determine long-term financial goals and implement customized investment strategies that maximize returns while minimizing risk.
Richard is able to provide a wide array of financial services including wealth management, assistance in developing financial strategies, retirement planning, college planning, and investment portfolio development. Richard also helps clients focus on estate planning issues and will work with their advisers in developing their estate plan. He specializes in finding solutions for the unique needs of LGBT community.
Outside of offering investment guidance, Richard is heavily active in his community in Buffalo, New York. He is an active member of the Rotary Club of Buffalo, a member of the United Way of Buffalo and Erie County Emerging Leaders Society, serves on the Board of Directors for Buffalo United Artists, Board of Directors for Pride Center of WNY, and is a member of the Elmwood Village Association Economic Development Committee.
Richard and his husband make their home in the Elmwood Village neighborhood of Buffalo, New York.