Rick is an experienced investment portfolio specialist, well-versed in building investment strategies for pursuing clients’ important objectives, from accumulating wealth to saving for retirement to generating income.
On any given day, you can find Rick providing market updates, making trades and conducting portfolio reviews and analysis. Throughout his distinguished career, he has always considered himself a student of the markets and can always be found researching new investment strategies and concepts.
Rick enjoys the professional relationships he builds with clients and being an integral part in all aspects of their lives, beyond just investments. “I want people to know they can rely on me as promised. This has always driven me to be responsible, accountable and resourceful, whether at work, at home or anywhere else,” Rick says.
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Rick has more than 17 years of experience in the financial services industry. He joined Alex. Brown in 2020, drawn by the firm’s strong reputation, boutique-style, client-first culture and vast range of financial and investment services. Previously in his career, he worked at Wells Fargo Advisors and Wachovia Securities. He holds Series 7, 66 and health and life insurance licenses.
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Rick is a graduate of the University of Scranton, where he studied and fueled his passion for finance.
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Rick is a member of the Greater Wildwood Elks Lodge in North Wildwood, New Jersey.
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Rick is originally from Newtown, Pennsylvania, and now lives in the Center City neighborhood of Philadelphia. In his free time, he enjoys travel, including trips to the Jersey Shore during the summer. He is also an avid fan of all Philadelphia sports teams.