Dallas based 25+ year financial services executive committed to assisting families in need of integrity, trust and discretion. Former member of the NYSE, President/CEO of Standard & Poor’s Securities, Global Head of Sales – Standard & Poor’s, COO/CFO for an East Coast Registered Investment Advisor. Previously held FINRA Series 7, 24, 63 and 65 licenses. Trusted Advisor and Consultant now focused on helping Texas individuals and families fulfill their wishes.

Services

Accepting New Clients

Yes

Accepts Trusts/Business in Other States

No

Services Offered

Trustee, Trustee - Co-Trustee, Family Office Advisor, Estate Executor / Administrator

Types of Trusts / Specialties

Businesses in Trusts, Directed Trusts, Discretionary Trusts, Alternate Assets

Contact Richmond (Rick)

(203) 524-0818

8307 Midway Road Dallas, Texas 75209

Send an email to Richmond (Rick)

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