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 focused on helping Texas individuals and families fulfill
their wishes.


Accepting New Clients


Accepts Trusts/Business in Other States


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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