Bradley Richard

About Bradley Richard

I began my investment career with Merrill in 2016. Prior to joining Merrill, I graduated with my B.A. in Economics from Hobart and William Smith Colleges in Geneva, NY. After college, I spent the next three years playing hockey at the professional level in many organizations throughout the country. As a Merrill Financial Advisor, I take the time to understand the life goals and objectives of my clients to craft a financial strategy that is unique to each individual client. My objective is to provide each client with a personalized investment experience that goes beyond a financial relationship. I am a partner with the Renelt/Richard Group at Merrill where my team and I provide individuals, families, and institutions with goal-oriented and risk aware advice with respect to all of their financial needs. We truly believe that providing a personal approach, coupled with the power of a global firm, is the best way to tailor a financial strategy that our clients desire. Contact Information: b••••••••@ml.com 58••••••18

Experience

1. Senior Financial Advisor, Assistant Vice President

   Merrill Lynch

   Jun 2016 — Present

Education

• Hobart and William Smith Colleges

  Bachelor's Degree

  2009 — 2013