Let's move forward. Together.

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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Richard Visintine, CFP, ChFC

Senior Vice President–Wealth Management

Financial Advisor

Ric's journey in the financial services industry began in 1982. His past employers include Aetna Life Insurance Company, EF Hutton, and Merrill Lynch. UBS has been his home since 2007 .  Ric is a 1978 graduate of Ashland University with an economics major. After starting his family and career, Ric went back to school, completing an MBA from the University of Dayton in 1986. Continuing his education in more of an industry-related environment, Ric completed the CERTIFIED FINANCIAL PLANNER® certification in 1991 and the Chartered Financial Consultant® program in 2001.

Ric has  noteworthy experience and credentials in financial planning and investment management. His scope of services includes retirement planning, education planning, investment strategy development and implementation, tax minimizaiton, wealth transfer and insurance solutions.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • FL
  • GA
  • ID
  • IL
  • MA
  • MI
  • MN
  • NC
  • NE
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • VA
  • WV

Education

  • MBA, University of Dayton
  • BS in BA, Ashland University

Credentials

  • Wealth Advisor
  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Financial Consultant
5007 Horizons Dr.
Suite 200
Upper Arlington, OH 43220
  • (614) 442-6246

Email Me

Are markets going "Back to the Future"?

Debt ceiling and inflation

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Exceptional financial strength and stability

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

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