Richard Velez
Senior Financial Advisor
- Role
- Senior Financial Advisor, Vice President at Merrill Lynch
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Richard Velez
As a Senior Financial Advisor at Merrill Lynch Wealth Management, I coordinate the financial affairs of successful individuals, families and business owners in all phases of wealth management that promote the accumulation, preservation, use and transfer of wealth. I am dedicated to forming close, collaborative client relationships founded on transparency and mutual trust. This consultative approach is proactive and engaging, helping ensure that outcomes are fully understood and adjustments are made for evolving personal and financial situations. I am committed to a standard of service, education and convenience that removes the complexity from my clients lives. Prior to following my passions of investing and helping people into financial services industry. I spent over 20 years the technology industry in management and business ownership. This experience gives a unique way to view my clients needs from their side of the table. Personally, I have a strong passion for my bay area sports teams and also playing softball, basketball, poker and golf. Pretty much anything competitive will peak my interest. Please contact me if you have an need for financial advice and guidence, want to reconnect or you would like to connect to someone from my network.
Experience
Senior Financial Advisor, Vice President
Aug 2013 — Present
Education
San Leandro High School
High School Diploma/GED
1980 — 1983
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