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@richardson-financial.com
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1 phone found area 262
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LinkedIn matched
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Scott Richardson, Jd, Ll.M, Chfc, Clu is listed as Senior wealth manager helping successful families manage their complex financial lives at Richardson Financial Group, Inc., a company with 13 employees, based in Menomonee Falls, Wisconsin, United States. AeroLeads shows a work email signal at richardson-financial.com, phone signal with area code 262, and a matched LinkedIn profile for Scott Richardson, Jd, Ll.M, Chfc, Clu.
Scott Richardson, Jd, Ll.M, Chfc, Clu previously worked as President at Richardson Financial Group, Inc. and Manager - Great Lakes Regional Estate Planing Practice at Deloitte & Touche. Scott Richardson, Jd, Ll.M, Chfc, Clu holds Ll.M., Taxation from New York University School Of Law.
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AeroLeads found 2 current-domain work email signals for Scott Richardson, Jd, Ll.M, Chfc, Clu. Compare company email patterns before reaching out.
I am blessed to have the opportunity to assist successful individuals and families with the management of their complex financial lives. I have devoted my entire career to providing my clients institutional quality wealth management services.I have a unique background as I have undergraduate degrees in finance and risk management from the University of Wisconsin-Madison, a law degree from Marquette University Law School and a Masters in Law (LL.M.) degree from New York University School of Law. While in school I obtained the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations. With this diverse yet focused background I developed expert knowledge regarding the tax, legal, financial and investment aspects of wealth management.After school I honed my skills at Ernst and Young and Deloitte and Touche which are two highly respected financial firms. I worked in the wealth management departments at both firms and had the opportunity to assist some of the wealthiest and most successful families. In March 1999 I joined Richardson Financial Group with the vision to create a firm that provides institutional quality wealth management services to a broader audience of clients and in a more personalized manner. I joined forces with my father who founded the firm in 1969 and we transformed the firm into the boutique wealth management company it is today.I currently serve as President of both of our companies (Richardson Capital Management, LLC and Richardson Financial Group, Inc.). Today we have a team of specialists that provide expert guidance in all aspects of wealth management. We proudly serve the wealth management needs of a diverse spectrum of clients that include up and coming professionals, retirees, business owners, high level executives, widows and widowers. We are always looking to help more individuals and families and as a result I would welcome the opportunity to connect to see if we can be of service to you.
Listed skills include Wealth Management, Investment Management, Estate Planning, Financial Advisory, and 7 others.
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Menomonee Falls, WI
In my role as President of Richardson Capital Management, LLC and Richardson Financial Group, Inc. I split my time between the strategic and operational management of the firms and serving as a senior wealth advisor. In my role as a senior wealth advisor I am responsible for managing all aspects of the financial lives of our clients. Together with our team.
Milwaukee, WI
In my role as a Manager in the Great Lakes Regional Estate Planning Practice I was part of a relatively small team of specialists that provided sophisticated estate and wealth planning services to affluent families. I also served as an investment advisor representative of Deloitte & Touche Investment Advisors where I provided investment advice in.
Milwaukee, WI
In my role as a Consultant in the Personal Financial Counseling Practice I provided comprehensive wealth management services to affluent families. I provided guidance related to income tax, estate tax, retirement planning, investment management, and general financial planning. During the tax season I assisted with the preparation and review of income tax.
I obtained a Masters of Law (LL.M.) degree with a specialty in taxation from New York University (NYU) School of Law. The Masters of Law.
I obtained my law degree (J.D.) from Marquette University Law School and focused my studies on corporate, tax, estate planning and general.
I obtained my Bachelor of Business Administration degree with a double major in Finance, Investment and Banking and Risk Management and.
Quick answers generated from the profile data available on this page.
Scott Richardson, Jd, Ll.M, Chfc, Clu works for Richardson Financial Group, Inc..
Scott Richardson, Jd, Ll.M, Chfc, Clu is listed as Senior wealth manager helping successful families manage their complex financial lives at Richardson Financial Group, Inc..
AeroLeads has found 2 work email signals at @richardson-financial.com for Scott Richardson, Jd, Ll.M, Chfc, Clu at Richardson Financial Group, Inc..
AeroLeads has found 1 phone signal(s) with area code 262 for Scott Richardson, Jd, Ll.M, Chfc, Clu at Richardson Financial Group, Inc..
Scott Richardson, Jd, Ll.M, Chfc, Clu is based in Menomonee Falls, Wisconsin, United States while working with Richardson Financial Group, Inc..
Scott Richardson, Jd, Ll.M, Chfc, Clu has worked for Richardson Financial Group, Inc., Deloitte & Touche, and Ernst & Young.
You can use AeroLeads to view verified contact signals for Scott Richardson, Jd, Ll.M, Chfc, Clu at Richardson Financial Group, Inc., including work email, phone, and LinkedIn data when available.
Scott Richardson, Jd, Ll.M, Chfc, Clu holds Ll.M., Taxation from New York University School Of Law.
Scott Richardson, Jd, Ll.M, Chfc, Clu is listed with skills including Wealth Management, Investment Management, Estate Planning, Financial Advisory, Financial Planning, Strategic Planning, Tax, and Management.
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