Drake Richey
Financial Advisor, Aif, Cepa @Bush & Company
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WORK HISTORY
Financial Advisor, Aif, Cepa @Bush & Company
Boston, MA, US
Our firm offers holistic financial planning to business owners and individuals, helping people think about what they should be thinking about. We start by understanding our client\'s goals and objectives and develop plans and strategies to help them get there. Areas of expertise include- Contingency planning - Retirement planning - Insurance and investment planning - Charitable planning - Succession planning - Benefits and retirement plans Drake Richey is a registered representative of and offers securities, investment advisory and financial planning services through MML Investor Services, LLC, Member SIPC. Supervisory Address: 101 Federal St, Suite 800, Boston, MA 02••••••••89
EDUCATION
Trinity College-Hartford
Bachelor of Arts (B.A.), Economics
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