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.
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4455 Bayou Blvd Suite A
Pensacola, FL 32503