Work History
Edward Jones
Edward JonesMarch 2005 to Current
About Richard
In 2005, I joined Edward Jones as a financial advisor, opening the firm’s fourth branch office in Johnson City.
Using an established process, I build personalized financial strategies for my clients that are designed to achieve their unique goals. I take the time to truly listen to my clients and construct measurable objectives uniquely tailored to their circumstances. Once the strategies are implemented, I maintain regular contact with my clients to speak with them about any developments and address their needs. In order to provide a comprehensive service, I regularly collaborate with my clients' CPAs, attorneys and other trusted professionals, always...
Using an established process, I build personalized financial strategies for my clients that are designed to achieve their unique goals. I take the time to truly listen to my clients and construct measurable objectives uniquely tailored to their circumstances. Once the strategies are implemented, I maintain regular contact with my clients to speak with them about any developments and address their needs. In order to provide a comprehensive service, I regularly collaborate with my clients' CPAs, attorneys and other trusted professionals, always...
Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Divorce Finances
- Wealth Strategies
- Estate & Legacy Strategies
- Domestic Partner Finances
Work History
Edward Jones
Edward JonesMarch 2005 to Current
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™CLU®
Chartered Life Underwriter®AAMS™
Accredited Asset Management Specialist™
Education
College for Financial Planning
College for Financial PlanningMaster of ScienceMilligan College
Milligan CollegeBachelor of Science
Education
College for Financial Planning
College for Financial PlanningMaster of ScienceMilligan College
Milligan CollegeBachelor of Science
Personal Interests
- Motorcycles
- Hiking
- Traveling
- Jogging
- Sailing
Team Members
Lisa HanselmanSr. Branch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 04:00PM |
| Fri | 08:00AM - 04:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 04:00PM |
| Fri | 08:00AM - 04:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Location
Johnson CityFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.
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