Richard J. Miktus
VP, Wealth Advisor
- Role
- VP, 1792 Wealth Advisors - Wealth Advisor, Rjfs at 1792 Wealth Advisors
- Location
- Morristown, NJ, US
- LinkedIn followers
- 500 followers
About Richard J. Miktus
I am a Financial Advisor with over 15 years of experience. I focus on goals-based financial planning, carefully customized to meet your personal and financial objectives. Coupled with extensive research and resources, we can create a personalized portfolio and closely monitor the progress of your short and long term goals. I am also well versed in tax-efficient investing for high net worth clients and the responsible divesting of company stock to achieve a more diversified portfolio.Who are my customers? Executives at Fortune 500 companies, consultants, attorneys, doctors, and small business owners. I am passionate about the relationships I develop with all of my clients and I believe this is crucial to best understanding the need behind your life targets - whether they include retirement, property investment, saving for college, or the legacy you plan to leave behind.My education includes a B.S. in Applied Mathematics and a M.S. in Financial Management from Stevens Institute of Technology in Hoboken, NJ, where I currently reside. I love traveling, sports, music, and meeting new people. What are your passions? Learning is a never-ending process, so teach me something new. I want to listen - to get to know you, and that all starts with hearing what drives you.Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. 1792 Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm
Experience
VP, 1792 Wealth Advisors - Wealth Advisor, Rjfs
Feb 2025 — Present · Morristown, NJ, US
Education
Stevens Institute of Technology
Master's Degree
2009 — 2015
Stevens Institute of Technology
Bachelor's Degree
2004 — 2008
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