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Rick Elliott

Rick has been in the Finance and Banking Industry for over 20 years. He & his wife, Debbie, live in Somers with their three children: Kristin, Jake and Ryan. He is very active in his community and truly enjoys ‘giving back’. He is presently a member and sponsor of NAAR (a group dedicated to the research of Autism) and hopes to become more involved with this group on a leadership level. This is a very important cause for Rick, as his son, Jake, has Autism. Rick specializes in Special Needs Planning. In addition, Rick runs the Girl’s Softball program for Somers & also coaches baseball and football. In his spare time Rick enjoys music (he’s a classically educated percussionist), reading (history, non-fiction & biographies), and sports.

Mission Statement:

My personal mission is to add value in all areas that I am involved in: personally, professionally, and civically.

Personal Quote:

“Life is about making a series of good decisions that in turn, leads to greatness”

Education and Training:

  • B.S. at Pace, Political Science with concentrations in Economics and Philosophy

Specialized Services Offered:

  • Retirement Planning
  • Small Business Owner Strategies
  • Special Needs Planning

Community, Charitable or Professional Organizations/Associations:

  • Commissioner of Girls Softball for Town of Somers, NY
  • Executive Committee Member of SYSO (Somer Youth Sports Org.)
  • Committee Member for Scholarship Fund (Somers, NY)
  • Member of NAAR (National Alliance for Autism Research)
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian, CA Insurance License Number - 4196855.