Focus: Investment Strategies, Business Owners, Insurance Strategies, Military, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Business Succession Planning
As a financial planner and investment advisor representative with Magnolia Wealth Strategies, a member of the MassMutual Financial Group, Richard empowers his clients to make informed decisions to help prepare them for a financially secure future. His personal goal is to become a lifetime resource for each and every client.
Richard earned his bachelor's degree in business administration with a minor in MIS from The University of West Florida. He is FINRA Series 6, 7, & 66 securities licensed, as well as life and health licensed. He has also obtained his Retirement Income Certified Professional designation (RICP®) and is a 3-time Leaders Conference qualifier.
Active in his community, Richard is a member of the National Association of Insurance and Financial Advisors (NAIFA). He is also the President of a local BNI chapter and has been a volunteer youth sports coach for the past 7 seasons.
Check the background of this investment professional on FINRA’s BrokerCheck
By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.