Thomas C Richter, Cfp®, Cpwa®, Cima®, Cepa, Rma®, Awma® Email & Phone Number

My sole focus is “Educating & Empowering” goal-oriented individuals and families on how to accomplish their dreams while concurrently establishing their legacy. Proper planning is the foundation of success. At an early age I had the unique opportunity to work with a Certified Financial Planner™. The experience had such a profound effect on me that I decided to transition off Active Duty in the US Navy and into the US Navy Reserves to pursue this passion. As a Wealth Planning Associate at UBS I’ve had the unique opportunity to create Financial Plans for well over 30 different Financial Advisors, hundreds of Clients and Prospects, located in multiple geographic locations, and assist Branch Management with planning, leading, and hosting Client events. This insight has led to me systematizing the Financial Planning process. Through my “Delegate. Decide. Deliver” process and service model we are able to better serve the Client while concurrently strengthening the Financial Advisors business.My background as a Naval Officer, specifically Naval Aviation, has taught me that everything done well is done as a team. And while the Navy has taught me a significant amount of leadership, it has also taught me how to be a strong team player, “Good Leaders are also Good Followers.” Financial Advisors and Clients enjoy working with me because of my vast “life experiences” at a young age, dedication to service, my divergent thought process, initiative, and leadership capabilities. “Educate & Empower” is not only a mantra it is a lifestyle. The designations behind my name are the culmination of thousands of hours of dedication to my craft. Working together, as a team, we’ll help ensure our relationship, experience and advice create the best outcomes for your family and your future./*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Listed skills include Military, Leadership, Military Experience, Military Operations, and 13 others.