As Vice President, Client Service, Rick focuses on providing in-depth client relationship support with emphasis on investment, financial and tax planning. He works closely with advisors and staff to continuously build and enhance service standards and office procedures to ensure maximum efficiency and the ultimate client experience.
Prior to joining NewEdge Wealth, Rick served as the Chief Financial Officer and Senior Client Service Manager of Strategic Wealth Management Group. He received a bachelor’s degree in Business Administration and Finance from West Virginia University followed by a Master’s Degree in Business Administration and Accounting from the Katz Graduate School of Business at the University of Pittsburgh. He also maintains his Series 7 and 63 securities licenses.
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