Rich Osmond
Wealth Management Advisor
Richard, with his knowledge in diverse financial fields, excels at simplifying complex retirement plans and simplifying tricky terminology into clear, easy-to-understand analogies. His belief is simple: Everyone can comprehend any topic, provided it aligns with their personal interests. His hands-on experience in serving high net worth clients affords him insights into their unique financial needs.
An industry veteran, Richard’s journey began at First Investors, launching him into a fruitful career that saw him rise through the ranks at esteemed institutions like JPMorgan Chase and Santander Bank to a coveted advisor role at Merrill Lynch. He has earned a bachelor’s from Richard Stockton College and currently has Series 7 and 66 securities licenses. Away from the hustle and bustle of finance, Richard is a dedicated family man, happily married to his wife, Jordyn, and a proud father to two brilliant daughters, Reese and Ryleigh.
A Jersey resident for nearly all his life, Richard and his family live in Forked River with their three dogs, Pumpkin, Luna and Snickers. In his free time, he enjoys lifting weights, barbecuing, collecting German beer steins and building a mini city out of Legos with his oldest daughter.
