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Richard Mcwhorter Email & Phone Number

Location: Lake Wales, Florida, United States 15 work roles 2 schools
1 work email found @thesettings.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Work email r****@thesettings.com
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Role
Principal
Location
Lake Wales, Florida, United States

Who is Richard Mcwhorter? Overview

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Richard Mcwhorter is listed as Principal at Retirement Architecture Advisory, based in Lake Wales, Florida, United States. AeroLeads shows a work email signal at thesettings.com and a matched LinkedIn profile for Richard Mcwhorter.

Richard Mcwhorter previously worked as Sr. Reverse Mortgage Advisor at Ridge Reverse and Mortgage Loan Originator at Nexa Mortgage. Richard Mcwhorter holds Bachelor Of Business Administration (Bba), Accounting from Georgia State University.

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rmcwhorter@thesettings.com
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About Richard Mcwhorter

๐ˆ ๐ก๐ž๐ฅ๐ฉ ๐Ÿ๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐š๐๐ฏ๐ข๐ฌ๐จ๐ซ๐ฌ, ๐š๐ญ๐ญ๐จ๐ซ๐ง๐ž๐ฒ๐ฌ ๐š๐ง๐ ๐ซ๐ž๐š๐ฅ ๐ž๐ฌ๐ญ๐š๐ญ๐ž ๐ฉ๐ซ๐จ๐Ÿ๐ž๐ฌ๐ฌ๐ข๐จ๐ง๐š๐ฅ ๐ž๐ง๐ก๐š๐ง๐œ๐ž ๐ญ๐ก๐ž๐ข๐ซ ๐œ๐ฅ๐ข๐ž๐ง๐ญ ๐ซ๐ž๐ฅ๐š๐ญ๐ข๐จ๐ง๐ฌ๐ก๐ข๐ฉ๐ฌ ๐›๐ฒ ๐ข๐ง๐œ๐จ๐ซ๐ฉ๐จ๐ซ๐š๐ญ๐ข๐ง๐  ๐…๐‡๐€-๐ข๐ง๐ฌ๐ฎ๐ซ๐ž๐ ๐ซ๐ž๐ฏ๐ž๐ซ๐ฌ๐ž ๐ฆ๐จ๐ซ๐ญ๐ ๐š๐ ๐ž๐ฌ ๐ข๐ง๐ญ๐จ ๐ซ๐ž๐ญ๐ข๐ซ๐ž๐ฆ๐ž๐ง๐ญ ๐ฉ๐ฅ๐š๐ง๐ง๐ข๐ง๐  ๐ฌ๐ญ๐ซ๐š๐ญ๐ž๐ ๐ข๐ž๐ฌ.With 45+ years as a CPA, real estate finance, development, and mortgage professional, I specialize in educating advisors on how the new HUD-regulated reverse mortgage can: ๐Ÿก† Improve client cash flow without monthly payments ๐Ÿก† Create an additional tax-free income stream ๐Ÿก† Reduce sequence of returns risk ๐Ÿก† Establish a growing line of credit as a safety net๐…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐๐ซ๐จ๐Ÿ๐ž๐ฌ๐ฌ๐ข๐จ๐ง๐š๐ฅ๐ฌ: Let me show you how incorporating home equity into your planning discussions can differentiate your practice and add value for your clients.๐„๐ฌ๐ญ๐š๐ญ๐ž ๐๐ฅ๐š๐ง๐ง๐ข๐ง๐  ๐š๐ง๐ ๐„๐ฅ๐๐ž๐ซ ๐‹๐š๐ฐ ๐€๐ญ๐ญ๐จ๐ซ๐ง๐ž๐ฒ๐ฌ: I'll help you understand how reverse mortgages can protect your clients' assets while enabling aging in place.๐ƒ๐ข๐ฏ๐จ๐ซ๐œ๐ž ๐€๐ญ๐ญ๐จ๐ซ๐ง๐ž๐ฒ๐ฌ: Learn how reverse mortgages can facilitate equitable property settlements for clients 62+.๐‘๐ž๐š๐ฅ๐ญ๐จ๐ซ๐ฌ: Discover how reverse mortgages can help you close more deals with senior buyers and sellers.What makes me different: ๐Ÿก† Former CPA who speaks your language ๐Ÿก† Deep understanding of retirement planning challenges ๐Ÿก† Focus on education over sales ๐Ÿก† Hands-on guidance through the entire processThe reverse mortgage has evolved significantly since 2011. If you haven't looked at this tool recently, you might be surprised by the new safety features and strategic applications.๐–๐š๐ง๐ญ ๐ญ๐จ ๐ฅ๐ž๐š๐ซ๐ง ๐ฆ๐จ๐ซ๐ž? ๐ƒ๐Œ ๐ฆ๐ž ๐ญ๐จ ๐ฌ๐œ๐ก๐ž๐๐ฎ๐ฅ๐ž ๐š ๐›๐ซ๐ข๐ž๐Ÿ ๐œ๐š๐ฅ๐ฅ. I'll share case studies relevant to your practice and explain how we can work together to better serve your clients.๐‘ต๐’๐’•๐’†: ๐–๐ก๐ข๐ฅ๐ž ๐ฆ๐ฒ ๐ฉ๐ซ๐ข๐ฆ๐š๐ซ๐ฒ ๐Ÿ๐จ๐œ๐ฎ๐ฌ ๐ข๐ฌ ๐ฉ๐š๐ซ๐ญ๐ง๐ž๐ซ๐ข๐ง๐  ๐ฐ๐ข๐ญ๐ก ๐ฉ๐ซ๐จ๐Ÿ๐ž๐ฌ๐ฌ๐ข๐จ๐ง๐š๐ฅ๐ฌ ๐ฐ๐ก๐จ ๐ฌ๐ž๐ซ๐ฏ๐ž ๐ฆ๐ฎ๐ฅ๐ญ๐ข๐ฉ๐ฅ๐ž ๐œ๐ฅ๐ข๐ž๐ง๐ญ๐ฌ, ๐ฐ๐ž ๐ฐ๐ž๐ฅ๐œ๐จ๐ฆ๐ž ๐ก๐จ๐ฆ๐ž๐จ๐ฐ๐ง๐ž๐ซ๐ฌ ๐ž๐ฑ๐ฉ๐ฅ๐จ๐ซ๐ข๐ง๐  ๐ซ๐ž๐ฏ๐ž๐ซ๐ฌ๐ž ๐ฆ๐จ๐ซ๐ญ๐ ๐š๐ ๐ž ๐จ๐ฉ๐ญ๐ข๐จ๐ง๐ฌ. As an independent wholesale mortgage advisor, I provide direct, personalized guidance whether in an office conference room or at your kitchen table. We dedicate whatever time is needed to ensure you fully understand the loan and get answers to all your questions. ๐˜๐จ๐ฎ๐ซ ๐ง๐ž๐ž๐๐ฌ ๐š๐ซ๐ž ๐š๐ฅ๐ฐ๐š๐ฒ๐ฌ ๐จ๐ฎ๐ซ ๐ฉ๐ซ๐ข๐จ๐ซ๐ข๐ญ๐ฒ.

Listed skills include Real Estate Development, Investment Properties, Real Estate, Residential Homes, and 41 others.

Current workplace

Richard Mcwhorter's current company

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Retirement Architecture Advisory
Retirement Architecture Advisory
Principal
United States
AeroLeads page
15 roles

Richard Mcwhorter work experience

A career timeline built from the work history available for this profile.

Principal

Retirement Architecture Advisory

United States

Sr. Reverse Mortgage Advisor

Specializing in equity release mortgage programs, such as:โ€ข Home Equity Conversion Mortgages, including Line of Credit and HECM for Purchase!โ€ข Proprietary Reverse Mortgages, including spot approvals for non FHA condominiumsโ€ข Home Equity Lines of Creditโ€ข Second Mortgagesโ€ข First Mortgage Refinancingโ€ข Hard to Finance Florida Condo Loans

Mortgage Loan Originator

Chandler, Arizona, Us

Mortgage Loan Consultant at NEXA Mortgage, LLC.

Mar 2023 - Oct 2023

Mortgage Loan Originator

Mcwhorter Mortgage And Central Florida Reverse Mortgage

Forward and Reverse Mortgage Professional

Sep 2018 - Mar 2023

Mortgage Consultant

Scottsdale, Az, Us

NMLS#: 1618644 / GA#: 57530 / FL#: L044137 / SC#: MLO-1618644

Jul 2017 - Aug 2018

Partner

Operations, development and finance of high end, master planned residential real estate communities as well as locating development opportunities in primary, vacation and retirement communities throughout the southeast.

Jan 2014 - Jul 2017

Consulting Sr. Vice President - Management Services

Atlanta, Georgia, Us

Lee & Associates Atlanta offers high-level, client driven property management with a full spectrum of services. As a consultant to the firm, I assist in the re-creation of the Management Services group.The coupling of proactive Management Services with professional Landlord Representation improves service to the property and significantly increases asset valuations by increasing revenues, reducing costs and insuring proper systems maintenance.

Feb 2016 - Jun 2017

Consulting - Distressed Residential Acquisitions And Operations

Distressed Residential Investment Company - Consultant

Utilizing significant experience as real estate operations executive coupled with the ability to create financial models, projections and cashflow/investor return models, improved the overall business model by targeting areas suited to maximization of resale valuations, significantly expanded acquisition opportunities, standardized the construction rehabilitation process as well as assisted in streamlining processes with in-house property management division.

Oct 2013 - Oct 2014

Consulting - High-End Resort And Residential Community Sales And Marketing

Consulting Services

Executive consulting for the full development of residential real estate as well as locating development opportunities in primary, vacation and retirement communities throughout the southeast. This included locating and developing raw land and, just as significantly, re-branding and reintroducing existing high-end golf and resort residential communities.

Jan 2011 - Dec 2013

President And Ceo

Founder of a vacation and second home residential development firm in mountain and waterfront settings throughout the southeast. Primary emphasis on properties rich in natural amenities in areas where nature provides the attraction, yet close in proximity to all the necessary services and recreational opportunities. Directly oversaw and lead the growth from start-up to 85 employees and over $80 million in gross revenues.

Jul 2004 - Jun 2011

Chief Financial Officer/Chief Operating Officer

Us

Co-founder of Land Resource Companies, building this resort residential company from start-up to 125 employees in 7 years. Was primarily responsible for day-to-day operations of the company as well as the development of 15 mountain and waterfront communities throughout the southeast, ultimately generating over $180 million in gross annual revenues.

Jan 1997 - May 2004

Southeast Region Manager- New Business Development

Chicago, Il, Us

Responsible for providing New Business Development presentations and financial modeling of sales and leasing of real estate assets for the southeast region

Jan 1994 - Dec 1995

Chief Financial And Administrative Officer

Bryant & Associates

Co-founder of a leading commercial real estate brokerage, sales and management organization in the southeast

Jan 1990 - Dec 1993

Controller, Avp Finance, Director Of Industrial Development

Portman Barry Investments

Helped grow the real estate organization from start-up to one of the leading class A+ mixed use commercial development companies in the southeast. Direct line responsibility for financial projections, packaging and debt financing for two major commercial mixed use developments in the Atlanta area - Northpark Towncenter and Riverwood.

Jan 1983 - Dec 1989

Senior Auditor, Cpa

Coopers-Lybrand

Senior Auditor to some of the highest profile clients in the southeast, to include BellSouth, Storer Communications and Blount Construction.

Jan 1980 - Dec 1982
2 education records

Richard Mcwhorter education

Bachelor Of Business Administration (Bba), Accounting

Georgia State University

Information Technology

Furman University
FAQ

Frequently asked questions about Richard Mcwhorter

Quick answers generated from the profile data available on this page.

What company does Richard Mcwhorter work for?

Richard Mcwhorter works for Retirement Architecture Advisory.

What is Richard Mcwhorter's role at Retirement Architecture Advisory?

Richard Mcwhorter is listed as Principal at Retirement Architecture Advisory.

What is Richard Mcwhorter's email address?

AeroLeads has found 1 work email signal at @thesettings.com for Richard Mcwhorter at Retirement Architecture Advisory.

Where is Richard Mcwhorter based?

Richard Mcwhorter is based in Lake Wales, Florida, United States while working with Retirement Architecture Advisory.

What companies has Richard Mcwhorter worked for?

Richard Mcwhorter has worked for Retirement Architecture Advisory, Ridge Reverse, Nexa Mortgage, Mcwhorter Mortgage And Central Florida Reverse Mortgage, and On Q Financial, Inc..

How can I contact Richard Mcwhorter?

You can use AeroLeads to view verified contact signals for Richard Mcwhorter at Retirement Architecture Advisory, including work email, phone, and LinkedIn data when available.

What schools did Richard Mcwhorter attend?

Richard Mcwhorter holds Bachelor Of Business Administration (Bba), Accounting from Georgia State University.

What skills is Richard Mcwhorter known for?

Richard Mcwhorter is listed with skills including Real Estate Development, Investment Properties, Real Estate, Residential Homes, Brokerage, Due Diligence, Real Estate Transactions, and Sellers.

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