Richard Ferrari, Financial Advisor

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Divorce Finances
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies

About Richard

My family's humble upbringing began after my father traveled by ship at age 19 from a remote town in Italy in pursuit of the American dream. Growing up in the Chicagoland area, setting ambitious goals and cultivating strong relationships guided my life aspirations.

Serving as a well-established financial advisor with Edward Jones for more than 25 years, I am passionate about listening to clients' dreams for the future and establishing financial strategies to help achieve those dreams.

I embraced the art of saving at a young age, working my way through two degrees which included a bachelor's in accounting at Loyola, an...

Work History

  • Edward JonesOctober 1999 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™
  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • DePaul UniversityMBA (Masters of Bus Admin)
  • Loyola Univ-ChicagoBachelors

Personal Interests

  • Traveling
  • Sports Enthusiast
  • Walking

Team Members

  • Elizabeth Major
    Sr. Branch Office Administrator
  • Taylor McKinney
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

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