With over three decades of investment industry experience, Rich Salerno seeks to empower clients to utilize the financial markets in their endeavor to grow their wealth.

Rich listens carefully to gain a deep understanding of each client, their family, and their goals, paying close attention to the details that make them unique.  After getting to know what’s important to each client, he customizes an investment strategy based on their needs and goals.  Once a strategy is established, he meets with each client periodically to review and discuss their progress.

Rich’s vast financial experience has been with well-recognized institutions, such as Morgan Stanley, MetLife/MetLife Securities, and Wells Fargo Advisors.  Combining his 30-plus years of experience with the resources of Stifel’s Global Wealth Management platform and robust research, Rich can implement a customized wealth management plan and investment strategy that’s right for you.

Rich has guided his clients through some of the most challenging financial markets and world crises over recent decades.  Clients and prospective clients can rest assured they have an experienced financial advisor by their side, helping them as they endeavor to grow their wealth and manage their investment assets while factoring in the inevitable ups and downs of the markets.

Education

• Bachelor of Business, State University of New York at Plattsburgh.

Licenses 

• Series 7, General Securities Representative
• Series 63, Uniform Securities State Law
• Series 65, Investment Advisor Representative
• Life, Health, and Variable Insurance