Robert Richardson, CFP® in

Robert Richardson, CFP®

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Financial Advisor at Raymond James
📍 Providence County, Rhode Island, United States

Robert Richardson is a Senior Vice President, Financial Advisor, and CERTIFIED FINANCIAL PLANNER™ with Raymond James in Providence, RI. His extensive experience includes positions at Morgan Stanley and Merrill Lynch. He holds both a bachelors and a masters degree from Bryant University.

Outside of his professional role, Robert follows professional golf closely. He is a proponent of instilling financial literacy in children from a young age and encourages families to have meaningful conversations about their values and legacy, viewing it as a way to create a lasting impact.

Forbes recognized him as a "Best-in-State Wealth Advisor" in 2024.

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Experience
22 Years
Current Role
Financial Advisor
Location
Providence County, Rhode Island, United States
Personality Overview

How Robert shows up

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 Robert cares about

Holistic Financial Planning
His practice focuses on creating cohesive financial plans that integrate all aspects of a client's life, from education funding to retirement and business start-ups.
Retirement Savings
He advises clients on maximizing retirement contributions, such as ensuring they contribute enough to receive a full employer match on their 401(k).
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Career

Work history

8-2021
Financial Advisor
Raymond James
4-2011 - 8-2021
Financial Advisor
Morgan Stanley
8-2008 - 7-2011
Financial Advisor
Merrill Lynch
10-2006 - 5-2008
Tax & Business Valuation Specialist
Smith Barney
2003 - 2006
Supervisor
Kahn, Litwin, Renza & Co., CPA
In the press

Media appearances

Robert B. Richardson – Descendants Wealth Management (Raymond James). Featured in Raymond James
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Education
2003 - 2005
Masters
Bryant University
1990 - 1994
Bachelors
Bryant University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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