Richard Seyfried
I work with individuals and families to understand their specific needs and priorities, then introduce them to a wealth planning team that can help them achieve their long-term financial objectives.
- Role
- Senior Wealth Consultant at Mariner
- Location
- Asbury Park, NJ, US
- LinkedIn followers
- 500 followers
About Richard Seyfried
I work with individuals and families to understand their specific needs and priorities, then introduce them to a wealth planning team that can help them achieve their long-term financial objectives.Prior to joining Mariner, I was a financial advisor at Merrill Lynch for many years.My approach is holistic, prioritizing a deep understanding of each client\'s needs to ensure every plan is robust and personalized. Contributing to their comfortable retirement and financial milestones, I deliver exceptional service by leveraging investment insights and upholding the highest standards of integrity and dedication.Investment Advisory Services are offered through Mariner, LLC, a SEC Registered Investment Adviser.
Experience
Senior Wealth Consultant
May 2025 — Present
Education
Pace University - Lubin School of Business
Master of Business Administration - MBA, Finance, General
State University of New York at Oswego
Bachelor's degree, Accounting and Finance
Skills
- Account Management
- Outsourcing
- IT Outsourcing
- Saas
- New Business Development
- Strategic Partnerships
- Professional Services
- Crm
- Cloud Computing
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.