James R. "Rick" Frayard, CRPS®
Managing Director - Wealth Management
Senior Portfolio Manager
Senior Managed Accounts Consultant (SMAC)
With today's retirement plan landscape marked by ongoing change, it all adds up to a greater focus on fiduciary responsibility and new management challenges for plan sponsors.
I take a collaborative approach to helping you address these challenges. And, working together, I can chart a path to help you manage plan complexity. I am on the front lines of the new retirement, and I stand ready to help you and your participants meet the challenges of today's world.
Rick Frayard has been recognized as an industry leader
- Forbes Best-In-State Wealth Advisors, 2018, 2019
- Barron's Top 1,200 Financial Advisors, 2016, 2017, 2018, 2019, 2020
- Financial Times Top 400 Financial Advisers, 2017, 2018, 2019