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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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
Credentials
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.
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
Credentials
Are you ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
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