making sense of tax obligations

For Richardson Wealth’s new COO, it’s about ‘doing amazing things’ for clients

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.”