Our associates:

Richard started in the financial services industry in 1980 and currently is a Registered Representative and Financial Planner with Winslow, Evans & Crocker, Inc., a full-service broker/dealer.

Richard earned his bachelor’s degree in History from Yale University and obtained his Master’s Degree in Business Administration (MBA) from Boston University.

As a Chartered Financial Consultant (ChFC) and a Chartered Life Underwriter (CLU), Richard has been an active member of the national and local chapters of the Financial Planning Association, Chartered Financial Consultants and American Society of Chartered Life Underwriters. He has also served as the President of the Essex County Estate Planning and Business Council.

Richard brings a special expertise in retirement planning, estate planning, income continuation, and executive and business benefits to the Winslow team of financial professionals.

Our Promise to You

• Independent, objective advice with depth of experience and expertise

• Connect the components of your financial life into a coherent plan

• Best of class investment services, fee-based planning and investment management

• Systematic planning process with timely and consistent follow up

• Convenience of North Shore office located at 3 Centennial Drive, Peabody, MA.

Rich was listed in the July 2007 issue of Boston Magazine as one of the six most dependable Wealth Managers of Boston.