Let's move forward. Together.

Richard "Rick" Rogers

Senior Vice President–Wealth Management

Personal & Community

  • Catholic Health Care Services, Board Member,
  • Newtown Community Foundation, President
  • Newtown Rotary Club, Past President
  • Bucks County Free Library, Board Member
  • Investment Committee, Archdiocese of Philadelphia
Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • IL
  • MA
  • MD
  • MI
  • MN
  • MO
  • NC
  • ND
  • NH
  • NJ
  • NY
  • OR
  • PA
  • RI
  • SC
  • TX
  • UT
  • VA

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • B.S., Bloomsburg University, Bloomsburg
  • M.B.A., Philadelphia University

Credentials

  • Certified Investment Management Analyst®
  • Senior Portfolio Manager
  • Wealth Advisor
411 South State Street
2nd Floor
Newtown, PA 18940
  • (215) 579-6013

Email Me

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

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Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

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