Richard P. Breed
Wealth Strategist, Private Wealth Management, Merrill Lynch
- Role
- Wealth Strategist at Merrill Lynch
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Richard P. Breed
Experienced attorney focused on representing closely-held businesses and their owners. I…
Experience
Wealth Strategist
Sep 2024 — Present · Boston, MA, US
Provide individuals and families with tax-efficient strategies for estate planning, charitable gifting and long-term asset protection.
Education
Vanderbilt University
B.S., Human & Organizational Development
2001 — 2005
Boston University School of Law
LL.M., Taxation
2011 — 2013
Suffolk University Law School
J.D., Business Law and Financial Services
2006 — 2010
Suffolk University - Sawyer Business School
M.B.A., Business/Finance
2008 — 2010
Skills
- Non-Profit Consulting
- Estate Planning
- Business Law
- Tax Law
- Corporate Law
- Mergers & Acquisitions
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