Richard Salerno, First Vice President/Investments

Dedicated to helping you preserve and grow your wealth

Rich Salerno

With over three decades of financial industry experience, Rich Salerno has been empowering clients to utilize financial markets to grow their wealth.

To help clients pursue their financial goals, Rich listens carefully to gain a deep understanding of each client, their family, and their goals.  Rich places great importance on attention to detail.  After getting to know what’s important to each client, he customizes an investment strategy based on each individual client’s 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 and Certifications

  • Series 6, Investment Company Products/Variable Contracts Representative
  • Series 7, General Securities Representative
  • Series 31, Futures Managed Funds
  • Series 63, Uniform Securities Agent State Law
  • Series 65, Uniform Investment Adviser Representative
  • State Insurance Licensed for Life, Health and Variable Products in New Jersey, New York and Florida.
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