Rich joined Carroll Financial in June of 2013. Originally from Tennessee, Rich graduated from Florida Southern College in Lakeland, Florida with a B.S. in Marketing and Business Administration. He also lettered on the golf team for four years where he was part of two national championship winning teams.
Prior to joining Carroll Financial, Rich worked at Merrill Lynch in the Naples, FL area for nine years. He has been practicing as an advisor since 2004, focusing on developing long lasting personal relationship with his clients. His practice focuses on accumulating and distributing retirement nest eggs along with protecting assets for future generations.
Rich is active in his local community through golf and church activities and continues to enjoy playing golf on the weekends.