Richard Barker
Wealth Management Advisor
- Role
- Wealth Management Advisor, First Vice President at Merrill Lynch
- Location
- Lake Oswego, OR, US
- LinkedIn followers
- 500 followers
About Richard Barker
The most important component of wealth management is understanding what matters most to…
Experience
Wealth Management Advisor, First Vice President
Jun 2012 — Present
I use a combination of enduring investment principles and a proprietary behavioral finance process to develop custom portfolios based on the individual personalities, investment timeline, and tolerance for risk of each family member.Backed by the historical data, market analysis, and extensive product knowledge within Merrill, I assist clients with- Individual retirement & education planning- Tax-minimization strategies and portfolio diversification- Estate, trust & legacy services- Domestic partnerships- 401(k) plan administration- Business succession planning- Concentrated stock positions*Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.*Trust, fiduciary, and investment management services are provided by Bank of America, N.A, Member FDIC, and wholly owned subsidiary of Bank of America Corporation (\"BofA Corp.\"), and its agents.
Skills
- Wealth Management
- Business Management
- Finance and Investment
- Entrepreneurship
- Leadership
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