Wealth Professional
January 24, 2024
COO Dave Kelly shares with Wealth Professional how his decision to join Richardson Wealth stemmed from three factors: our advisor-centric ethos, our firm’s strategy, and the market opportunity as a strong independent choice for managing clients’ wealth.
“I enjoy working with advisors, and I love the work we do for clients,” he says. “I looked at different business models, but it all came back to businesses that support advisors … that’s where my passion is.”