$5+ trillion
In invested assets globally
As of 11/07/2023
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.
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.
Education
Credentials
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.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
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