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

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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In invested assets globally 
As of 11/07/2023

51 countries

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