Robert Richardson, CFP®

Critic
DISC Type : C

Financial Advisor at Raymond James

Providence County, Rhode Island, United States

Overview

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.

Personality Overview

Critic

Negotiator

Objective Thinker

It is very likely that they will negotiate pricing or other important terms.  They prefer to do logical analysis and value evidence over emotions. They enjoy working alone and do not rely on others very often.

Topics They Care 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).
Family Financial Education
He believes personal finance is a critical life skill and advocates for teaching children about money to build a strong foundation for their future.

Media Appearances

Robert B. Richardson – Descendants Wealth Management (Raymond James). Featured in Raymond James

See Now

Work History

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

Education

2003 - 2005
Masters from Bryant University
1990 - 1994
Bachelors from Bryant University

More Information

Social Presence :

Prographics :

Exp : 22 Location : Providence County, Rhode Island, United States Job Level : N/A Designation : Financial Advisor at Raymond James
URL has been copied!

Insights For Selling To Robert

During A Call Or A Meeting

DO's

  • Don’t forget to mention how you compare to competition on both features and pricing
  • Be ready to answer many clarity-seeking questions and requests for information
  • Be ready for penetrating questions and critical examination of your pitch

DONT's

  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Don't give superficial answers, they are easily rattled by them
  • Don’t try to give too many examples of other users, they like to make their own decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Robert is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Robert

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Robert move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Robert take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Robert

Personality Compatibility


Other Raymond James Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.