Richard Ormsby

Background

About Richard Ormsby

Richard D. Ormsby, First Vice President - Wealth Management Advisor Since 1995, Rick has been dedicated to providing clients with an individually tailored approach to investing. Drawing on his experience and the resources of Merrill, Rick develops personalized, strategic solutions to address the complex needs of individuals and families with substantial wealth including, but not limited to, their risk tolerances, time horizon, liquidity needs, and overall investment goals. Using proprietary analysis and market research, Rick creates customized investment strategies, based on changing market cycles. His goal is to help balance risk so clients can enjoy reasonable risk-adjusted returns that meet their wealth management objectives. This may include managed accounts, specialty funds and alternative investments for accredited investors.(Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors). Together with Merrill and Bank of America Specialists, Rick offers clients a wide range of services including portfolio management; retirement cash flow planning; life insurance & Long Term Care analysis and funding; and a full compliment of wealth preservation and legacy transfer services. Rick works closely with clients' other family advisors. A graduate of Christian Brothers University, with majors in Business Management, Economics and Finance. His community involvement includes President Emeritus, Elmbrook Little League. President, Homeowners Association. He continues to enjoy sports and outdoor activities including hockey and baseball, along with hunting and fishing. Has a special interest in teaching/coaching outdoor activities.