Rick White
Helping You Grow, Access & Protect Your Wealth In The Most Tax-Advantaged Methods Available
- Role
- Senior Advisor & Tax Planner at Patriot Wealth
- Location
- Raleigh-Durham-Chapel Hill, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Rick White
If you have a substantial IRA and you\'re thinking about a Roth conversion, you already…
Experience
Senior Advisor & Tax Planner
Jan 2014 — Present · Raleigh-Durham, NC, US
Skills
- Small Business
- Marketing Strategy
- Personal Finance
- Financial Planning
- Insurance
- Wealth Management
- Coaching
- Sales Management
- Investments
- Business Planning
- Management
- Retirement
- Strategic Financial Planning
- Marketing
- Portfolio Management
- Wealth
- Estate Planning
- Investment Advisory
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