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.


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


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


  • Wealth Advisor
  • Chartered Financial Consultant
Home Worker FL
Home Worker FL, FL 000
  • (614) 442-6246

Email Me

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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.

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