Rick Blagg
Senior Vice President Branch Manager at Stephens
Based in Hot Springs National Park, United States
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Seniority
Vp
Department
Finance & Accounting
Location
Hot Springs National Park
Industry
Financial Services
Company size
1.4K
Contact information
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r•••••••@stephens.com
Phone
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Background
About Rick Blagg
Philosophy & Approach: Rick and his junior partner, Gus Leeper, provide customized investment solutions based on client goals. As part of this offering, they regularly perform cash flow analysis, portfolio and investment management, retirement planning, and estate planning. “Our focus is to develop a thorough wealth management plan based on information from the client to help them achieve their investment objectives. We are fully committed to their financial interests and, through an open and consistent dialogue, Gus and I are able to make meaningful and timely recommendations that are in-line with a client’s long-term wealth management plan. We place a premium on relationships and our clients recognize us as trusted financial consultant,” Rick said. Rick and Gus are supported by Brandi Patrick, a registered sales assistant. Brandi joined Stephens in and she assists clients on a daily basis, as well as helping Rick manage daily administrative duties in the branch.
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