ADVISOR BIO

Richard W. Earle is a financial advisor with Morgan Stanley. Richard has been in the industry since 2005 and has worked for both RBC Capital Markets, LLC and Morgan Stanley. Richard holds a Series 66, Series 7, and SIE license and is registered in 24 states. Richard specializes in working with individuals, businesses, investment companies, and charitable organizations. Richard also provides a variety of financial planning services including pension consulting, financial planning, and asset allocation advice.

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ADVISOR BIO

Richard Linn is a financial professional with J.P. Morgan Securities LLC, who has been active in the industry since June 2019. Richard is registered with the state of Florida and holds the Series 6TO and SIE licenses. Richard's firm is J.P. Morgan Securities LLC, which has over $50 billion in assets under management. The firm provides services such as financial planning, pension consulting, portfolio management, and selection of other advisors to individuals, businesses, and institutions.

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ADVISOR BIO

Richard Grund is a financial advisor at Commonwealth Financial Network with over 20 years of experience in the industry. Richard has a Series 7TO and SIE licenses and is registered with FINRA. Richard is dedicated to providing his clients with personalized financial advice and strategies that are tailored to their individual needs. Richard's areas of expertise include investments, retirement planning, and wealth management.

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ADVISOR BIO

Richard A. Dandrea is a financial professional with over 15 years of experience in the industry. Richard currently works for J.p. Morgan Securities LLC, where he has been since April 2019. Prior to that, Richard worked at Northwestern Mutual Investment Services, LLC and Newbridge Securities Corporation. Richard is registered in five states and has a strong background in financial planning, portfolio management, and pension consulting. Richard focuses on working with high net worth individuals, corporations, and charitable organizations.

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ADVISOR BIO

Richard Dale Smith is a financial advisor at Raymond James Financial Services Advisors, Inc. Richard is a CERTIFIED FINANCIAL PLANNER™ professional with over 15 years of experience in the financial services industry. Richard has been with Raymond James since 2011, previously working with Raymond James & Associates, Inc. Richard has registrations in Alabama, Florida, Kentucky, Tennessee, Texas, and Utah. Richard holds Series 66, Series 7, and SIE licenses and is a registered investment advisor. Richard works with clients in the areas of financial planning, portfolio management, and pension consulting.

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ADVISOR BIO

Richard Paul Bursek is an Investment Advisor Representative at Certuity, LLC. Richard has been in the industry since October 2012. He is licensed in Florida and has passed the Uniform Investment Adviser Law Examination. Richard specializes in providing financial planning, pension consulting, and portfolio management for individuals, pooled investment vehicles, and other investment advisors.

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ADVISOR BIO

Richard Williamson is a financial advisor with Wells Fargo Clearing Services, LLC. Richard has over 26 years of experience in the financial services industry. He provides financial planning, investment consulting services to institutional clients, portfolio management for businesses and individuals, and pension consulting. Richard has earned the Series 63, Series 65 and Series 7 licenses and the SIE exam. Before joining Wells Fargo Clearing Services, LLC, Richard was a registered representative at Morgan Stanley for six years.

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ADVISOR BIO

Richard Weisberg is an Investment Advisor Representative with Raymond James Financial Services Advisors, Inc. in Naples, FL. Richard has been in the financial services industry since 1997 and is registered with the state of Florida as well as 24 other states. Richard's prior experience includes roles at UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Richard holds licenses for Series 63, 65, 7, 9, 10, 31, and SIE. Richard specializes in providing financial planning, pension consulting, and educational seminars to high net worth individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans.

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ADVISOR BIO

Richard Allan Comeau is a financial advisor with over 30 years of experience in the financial industry. He currently works at Morgan Stanley. Richard has experience working at other prominent firms including J.P. Morgan Securities LLC, Barclays Capital Inc., Goldman, Sachs & Co., and Lehman Brothers Inc. Richard has also worked with Prudential Securities Incorporated, Gruntal & Co. Incorporated, and Alex. Brown & Sons Incorporated. Richard specializes in providing investment advice and portfolio management services to individuals, high-net-worth individuals, institutions, corporations and other businesses. Richard has a wide range of experience and is committed to providing personalized financial advice to meet the specific needs of each client.

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ADVISOR BIO

Richard Block is a registered investment advisor representative with J.P. Morgan Securities LLC in Naples, Florida. Richard has been in the industry since 1988, and has experience in both securities and investment advisory services. Richard has a broad range of experience with clients, including high-net-worth individuals, corporations, and charitable organizations. Richard specializes in financial planning, pension consulting, and selection of other advisors.

SPECIALIZATIONS