Ric Kellogg, CFP®, CRPS®Vice President, Wealth Management Advisor
Ric is a veteran financial advisor experienced with developing strategies for the accumulation, protection, distribution, and transfer of private wealth. His business presents a deep specialization in ERISA qualified plan consultation and service combined with customized risk-based investment strategies and wealth management solutions.
Ric joined Merrill Lynch in 2005, coming from the life insurance industry. Ric has earned the prestigious Certified Financial Planner designation (CFP®), the Chartered Retirement Plans Specialist designation (CRPS®), and is a candidate for Chartered Financial Analyst (CFA). Ric graduated from Texas Tech University with a B.B.A. Degree in Finance.
One of Ric’s professional passions are financial literacy and financial education and he has had the privilege of presenting to a variety of audiences on the subject including students, teachers’ organizations, and thousands of employees.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of investment professionals associated with
this site on FINRA’s BrokerCheck