Ric Kellogg

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.

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