Knowledge, experience, leadership And the confidence to pursue your goals

 

As the founding member of The Weisberg Group, Rich has been helping both Businesses and individuals prepare for their financial future since 1995. He serves as the relationship manager for the team's Defined Contribution and Defined Benefit Plans as well as providing advice and guidance to his individual clients. During his tenure he has been recognized as an industry leader, having been named one of Planadviser's TOP 100 Retirement Plan Advisers in 2015. 

Rich holds a B.S. from The Ohio State University along with his Series 7, 63, 65, and 31 securities licenses as well as active Life, health and variable annuity licenses.  He has served on the Boards of The Ohio State University Alumni Association of Naples, The Economic Development Council of Collier County, The Conservancy of Southwest Florida Business Development and Economic Affairs Committee, and The Chabad of Naples.  Most recently he was among the few professionals selected to the Leadership Collier Class of 2017. Outside of the office Rich and his wife, Adrianne, reside in Naples with their three children Catlyn, Chloe, and Honey.

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Vice President - Wealth Management

Naples, FL

March 2008 - Present

Merrill Lynch

Naples, FL

April 1995 - March 2008

Education

  • B.S. in Agricultural Economic from The Ohio State University
  • Chartered Retirement Plans Specialist from The College of Financial Planning

Licenses

  • Series 7
  • Series 31
  • Series 63
  • Series 65
  • Life and Health Insurance as well as Annuity

Registered States:

AL, AR, AZ, CA, CT, FL, GA, ID, IN, MA, ME, MI, MN, NC, NJ, NY, OH, TX, VT, WA, WI