Raymond Sutch III in

Raymond Sutch III

Examiner · DISC type sc
Financial Advisor, Senior Vice President at Morgan Stanley
📍 Washington DC-Baltimore Area, United States

Rick Sutch is a Senior Vice President and Financial Advisor at Morgan Stanley with over 20 years of experience in wealth management. His background includes working in accounting for the Department of Defense and earning a Business degree from James Madison University, where he attended on a baseball scholarship.

Outside of work, Rick is deeply involved in his community, coaching his two sons in baseball and helping raise awareness for autism through local sports. He contributes to various charities, including those for mental health and youth programs, and resides with his family in Centreville, Maryland.

Unique fact: After college, Rick played professional baseball for five years in the Oakland As organization.

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Experience
24 Years
Current Role
Financial Advisor, Senior Vice President
Job Level
Leadership
Location
Washington DC-Baltimore Area, United States
Personality Overview

How Raymond shows up

Late Adopter
Status Quo Seeker
Tough To Convince

They do not like taking risks at all and go for proven options in the end. They are always well-planned and adopt a systematic approach. They are quite aware of their needs and limitations, so they are unlikely to over-promise.

Priorities

Topics Raymond cares about

Holistic Wealth Management
His practice focuses on a comprehensive approach, assisting clients with nearly every facet of their financial journey, from retirement and legacy planning to cash management.
Retirement Planning
Offers dedicated services for individual retirement plans and 401(k) rollovers, helping clients manage savings as markets and life priorities shift.
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Career

Work history

11-2010
Financial Advisor, Senior Vice President
Morgan Stanley
3-2001 - 11-2010
Financial Advisor
Merrill Lynch
In the press

Media appearances

Raymond Sutch III | Easton, MD | Morgan Stanley Wealth Management. Featured in Morgan Stanley Advisor
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Investing | Raymond Sutch III | Morgan Stanley Wealth Management. Featured in Morgan Stanley Advisor
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Education
1989 - 1993
Business
James Madison University
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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