As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
- Beta Theta Pi National Fraternity
Member - Olde Kinderhook Golf Course
Member
- 529 Plans
- Alternative Investments
- Asset Management
- Business Planning
- Cash Management
- Estate Planning
- Financial Planning
- Fixed Income
- Lending Services
- Long Term Care Insurance
- Municipal Bonds
- Philanthropic Services
- Qualified Plans
- Retirement Planning
- Wealth Management
- Bachelor of Arts, 2001
Colgate University
Hamilton, NY - Series 7 - General Securities Representative, 2002
- Series 63 - Uniform State Exam, 2002
- Series 65 - Investment Advisory Agent, 2005
- Series 3- National Commodity Futures 2008
- Smith Barney Blue Chip Council
- 2005
- Present: Morgan Stanley Smith Barney
Second Vice President
Albany, NY - 2002
- 2005: Putnam Investments
Regional Marketing Associate
Boston, MA
We are very appreciative when existing clients refer friends, family and business associates for an exploratory meeting. We will do our utmost to meet your highest expectations.
You've worked hard to build your retirement assets. Isn't it time they were professionally managed? Call or email me for more information about our Portfolio Management Program.
For the latest municipal bond offerings, please call or send an email.
Richard F. White is licensed in the following state(s):
CA, CT, FL, IL, MA, MD, ME, MI, MO, NC, NJ, NV, NY, OH, PA, RI, SC, TX, UT, VA, VT
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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