Richard Velez

Richard Velez Email and Phone Number

Senior Financial Advisor @ Merrill Lynch Wealth Management
Richard Velez's Location
San Francisco, California, United States, United States
Richard Velez's Contact Details
About Richard Velez

As a Senior Financial Advisor at Merrill Lynch Wealth Management, I coordinate the financial affairs of successful individuals, families and business owners in all phases of wealth management that promote the accumulation, preservation, use and transfer of wealth. I am dedicated to forming close, collaborative client relationships founded on transparency and mutual trust. This consultative approach is proactive and engaging, helping ensure that outcomes are fully understood and adjustments are made for evolving personal and financial situations. I am committed to a standard of service, education and convenience that removes the complexity from my clients lives. Prior to following my passions of investing and helping people into financial services industry. I spent over 20 years the technology industry in management and business ownership. This experience gives a unique way to view my clients needs from their side of the table. Personally, I have a strong passion for my bay area sports teams and also playing softball, basketball, poker and golf.  Pretty much anything competitive will peak my interest.    Please contact me if you have an need for financial advice and guidence, want to reconnect or you would like to connect to someone from my network.

Richard Velez's Current Company Details
Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

View
Senior Financial Advisor
Website:
ml.com
Company phone:
+1-800-637-7455
Richard Velez Work Experience Details
  • Merrill Lynch Wealth Management
    Senior Financial Advisor, Vice President
    Merrill Lynch Wealth Management Aug 2013 - Present
    New York, Ny, Us
    View
  • Idhasoft
    Vice President, Customer Relations
    Idhasoft May 2007 - Jan 2013
    Atlanta, Ga, Us
    View
  • Aware Technologies
    Partner And Coo
    Aware Technologies Jan 2002 - May 2007
    San Francisco, California, Us
    View

Richard Velez Skills

Goals Based Planning Approach Analytical Skills For Problem Solving Portfolio Management And Retirement Planning Communications And Interpersonal Skills Weath Management Planning Lgbt Wealth Planning

Richard Velez Education Details

  • San Leandro High School
    San Leandro High School
    High School Diploma/Ged

Frequently Asked Questions about Richard Velez

What company does Richard Velez work for?

Richard Velez works for Merrill Lynch Wealth Management

What is Richard Velez's role at the current company?

Richard Velez's current role is Senior Financial Advisor.

What is Richard Velez's email address?

Richard Velez's email address is ri****@****oft.com

What is Richard Velez's direct phone number?

Richard Velez's direct phone number is +141528*****

What schools did Richard Velez attend?

Richard Velez attended San Leandro High School.

What skills is Richard Velez known for?

Richard Velez has skills like Goals Based Planning Approach, Analytical Skills For Problem Solving, Portfolio Management And Retirement Planning, Communications And Interpersonal Skills, Weath Management Planning, Lgbt Wealth Planning.

Who are Richard Velez's colleagues?

Richard Velez's colleagues are Tommy Gunn, Lisa Farrington, Darron Braslow, David Schneider, Matthew Price, Ashok Krishnan, David Airomloo.

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