Rich Hinesley, CFP® in

Rich Hinesley, CFP®

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Assistant Vice President at Raymond James
📍 Greenwood, Indiana, United States

Rich is an Associate Vice President of Wealth Management at Raymond James with over 23 years of experience in financial services. A Certified Financial Planner®, he specializes in comprehensive financial planning and holds a degree in liberal arts from Indiana University, Indianapolis.

Outside of the office, Rich is a family man based in Greenwood, Indiana, where he lives with his wife, Stephanie. He enjoys spending his free time traveling, backpacking, and being with his four children, three grandchildren, and two dogs.

He has a passion for the outdoors and enjoys backpacking.

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Experience
11 Years
Current Role
Assistant Vice President
Job Level
Senior
Location
Greenwood, Indiana, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Rich cares about

Comprehensive Financial Planning
As a CFP®, his practice focuses on creating comprehensive wealth management plans for families, business owners, and pre-retirees to help them pursue their financial goals.
Retirement Planning
A key focus of his practice is guiding clients through major life milestones, with a special emphasis on helping pre-retirees and retirees manage their wealth.
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Career

Work history

6-2024
Assistant Vice President
Raymond James
7-2018 - 6-2024
Financial Advisor
Huntington Financial Advisors
9-2014 - 6-2024
Investment Team Leader
Huntington Investment Company
In the press

Media appearances

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Education

Rich has no verified education history

Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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