As Senior Wealth Advisor, Rich manages client accounts and specializes in business solutions including company retirement plans. His responsibilities also include assisting with personal financial planning for individuals.
Professional and Business History
Prior to joining the firm in 2006, Rich was a financial advisor/wealth management specialist with Legg Mason Wood Walker, Inc. Rich started in the investment industry in 1981 with Paine Webber, Inc. (now UBS) until 1984. He joined WH Newbold and Sons in 1984 and later managed an office in Camp Hill until 1987. In 1987, Rich joined Legg Mason as manager of the Lancaster office. While at Legg Mason, Rich held the designations of financial advisor/wealth management specialist, and retirement plan specialist. He also managed the Professional Development Center while in Lancaster for Legg Mason. Prior to his work in the investment industry, Rich was a teacher and coach in the Manheim Central School District.
- B.A. History, Albright College
- M.A. Education, Colgate University
Professional Activities and Memberships
- Life, Accident and Health, Variable
- Health/Variable Annuity, Long Term Care Insurance
- Serves on the Board of Prospectus Berco, Reading, PA
Rich resides in Sinking Spring with his wife, Meg. Rich enjoys most sports and outdoor activities.