portrait of Rick Hojan

About Rick

I am a service-connected, disabled veteran of the United States Marine Corps, having served in infantry billets for over 10 years in Washington DC, Camp Lejeune, NC, the Mediterranean Sea, the Western Pacific and as a Drill Instructor at Parris Island, SC.

I chose to continue serving the community when I became a financial advisor in 2010. Since then, I have enjoyed working with Gold Star Families, active-duty military families, veterans, government employees and defense industry workers. I have embraced working with diverse and complex situations to include cases of Post-Traumatic Stress Disorder (PTSD), Traumatic Brain Injuries (TBI) and Military Sexual...

Focus Areas

  • Military Professionals & Veterans
  • Intergenerational Planning
  • Wealth Strategies
  • Sustainable investing
  • Charitable Giving
  • Special Needs Financial Considerations

Work History

  • Edward JonesOctober 2022 to Current
  • Merrill Lynch/Bank of AmericaApril 2019 to October 2022

Certifications

  • CPWA®

    Certified Private Wealth Advisor®
  • AWMA™

    Accredited Wealth Management Advisor™
  • CSRIC®

    Chartered SRI Counselor™

Education

  • Troy University-TroyBachelor of Science

Personal Interests

  • Spending Time with Family
  • Traveling
  • Soccer
  • Art & Theater
  • Golfing

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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