As a Financial Advisor with more than 40 years of experience, Rick's objective for his clients is to release them from the burden of managing their investment portfolios and to help them meet their financial goals while mitigating risk.
Prior to partnering with Raymond James in 2010 with the creation of the Medich Group Inc., Rick was a senior portfolio manager with Smith Barney as well as with Advest, Inc., a vice president of investments with J.C. Bradford & Co. and associate vice president, investments with Prudenial-Bache Securities.
He is an Accredited Asset Management SpecialistSM and earned a bachelor's degree in finance from The Ohio State University.
Rick has been active in several organization in his community over the years, including as a board member of St. Stevan of Dechani Serbian Orthodox Church, and as a member of Brookside Golf & Country Club.
A Steubenville native, Rick and his wife Fiona reside in the Columbus area, and have three adult children and two grandchildren.
Raymond James is not affiliated with the above organizations and/or charitable causes.