Rick Dutch

About Rick Dutch

With more than 27 years of finance experience and 14 plus years as a financial advisor with Edward Jones, I believe in a holistic approach that begins by understanding and clarifying your expectations and goals before investing any money. My primary focus is working with entrepreneurs, c-level executives and medical professionals. We have worked with executives with Amazon, Volvo, Duke Power, CommScope, UNC Chapel Hill, UNC Greensboro, Moses Cone, Wake Forest Baptist Medical, Iron Mountain, Boeing, Abbott Healthcare, Amgen, Truist and others.I\'ve spent years working with and learning the unique needs of these professions and how to help consolidation, organize and prioritize their financial picture and goals.Some common concerns of these professionals are:* A desire to have a work optional lifestyle* Risk assessment, stock options & diversification* Charitable gift planning strategies* Generational wealth strategies* Tax strategies* Estate strategiesIf any of these concerns resonate with you, we need to talk!These leaders sometimes feel like they receive conflicting or incomplete information. Over the years, I have built a network of professionals with whom I consult to make sure my client\'s needs are met. From CPA\'s estate planning and business attorneys, you can count on me to have your back and work with you & your professional team to make sure your bases are covered.I serve each client individually and always keep their best interest as my top priority. Because every client and family is unique, I have an established process to help them create realistic goals and implement personalized strategies to accomplish those goals. By partnering together and remaining accountable to each other, we stay on track through all stages of your business growth and your instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

1. Financial Advisor

   Edward Jones

   Sep 2009 — Present

   I am also the Regional Performance Leader

Education

• Saint Lawrence University

  BA, Economics & Government

  1990 — 1994

Skills

• Financial Advisory
• Series 7
• Life Insurance
• Finance
• Asset Allocation
• Banking
• Mutual Funds
• Loans
• Fixed Annuities
• Portfolio Strategies
• Long-Term Care
• Investment Advisory
• Series 66
• Strategic Planning
• Recruiting
• Retirement Planning
• Building High Performance Sales Teams
• Commercial Lending
• Financial Services
• Series 63
• Retirement
• New Business Development
• Sales
• 401k
• Asset Allocation Strategies
• 401k Options
• Investments
• Investment Strategies
• Wealth Management
• Wealth Strategies