Atlanta, GA - Georgia Office
-
Richard emphasizes a hands-on approach to client service. With experience in accounting as well as financial analysis, he serves as an advisor and strategist helping high-net-worth families navigate the developing trends. Richard has a passion for investing and the markets, with a desire to assist others in making sound financial decisions.
-
Prior to joining EP Wealth Advisors, Richard was one of the longest-tenured members of CornerCap, where he worked directly with clients and was involved with research and portfolio management responsibilities.
-
Richard earned a B.S. in Finance from the University of Southern Mississippi, and completed the Accounting course sequence at the University of North Carolina at Charlotte. He is a CFA® (Chartered Financial Analyst®) charterholder and a CPA (certified public accountant).
-
When not immersed in the financial world, Richard likes reading, golf, masters swimming, hiking and cycling.
Connect with Richard
WE KEEP YOU INFORMED
You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
If you work for a company, you might be...
After meeting your RMD, you can...
401(k) contribution limits have been...
The IRS recently updated 401(k)...