Ethan Richard
Helping Individuals and Families Simplify Finances, Build Wealth, and Create a Personal Financial Legacy.
- Role
- Financial Advisor at Raymond James
- Location
- Lewiston, ME, US
- LinkedIn followers
- 500 followers
About Ethan Richard
As part of a team of experienced financial advisors, I help individuals and families simplify their financial lives and build lasting wealth with confidence.My approach is centered on creating customized financial roadmaps, using disciplined strategies and consistent accountability, while giving clients access to the collective expertise of the broader advisory team I’m part of.I earned degrees in Finance, Marketing, and International Business from Saint Joseph’s College of Maine, which provided the foundation for my career as a financial advisor. Today, I’m fully licensed (Series 7, 63, 65, Life/Health) and dedicated to helping clients grow wealth, prepare for retirement, and build a personal financial legacy.Outside of work, I enjoy golfing, refereeing lacrosse, and spending time outdoors.If you’re looking for a trusted partner to help simplify your financial life and plan with confidence, let’s connect. I’d be glad to offer a complimentary financial check-in or share resources to help you get started.Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Investment Concepts is not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to Important Disclosure Information:http://raymondjames.com/smicd.htm
Experience
Financial Advisor
Jul 2024 — Present · Lewiston, ME, US
Financial AdvisorInvestment Concepts Serve individuals and families, helping them pursue their financial goals with personalized strategies.Provide comprehensive services, including:Wealth managementRetirement planningInvestment services and adviceLife insuranceFixed and variable annuity contractsPartner with clients to simplify their financial lives, build long-term wealth, and create personal financial legacies with confidence.
Education
Saint Joseph's College
B.S.B.A.
2019 — 2023
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