Broker Check
Rick Sherwin

Prior to Strategies for Wealth I spent the last 18 years in the financial industry at Merrill Lynch, Instinet LLC and most recently Bloomberg LP working with Hedge Fund clients in various Institutional Sales and Trading roles. While first a client of Strategies for Wealth, I realized that many of my personal relationships both inside and outside of Wall Street could also benefit from the same philosophy and process to which my family has proscribed. Now as an advisor I'd like to share with others how to begin to alleviate their financial concerns of today and how to work towards financial clarity and confidence in their futures.

A graduate of Fordham University, I reside in Scarsdale, New York with my wife and 3 daughters. I am an active volunteer coach, administrator and supporter of the Eastchester youth soccer and lacrosse programs. I enjoy spending time with my family, traveling and fishing. I am an avid college football fan, household chef and craft home-brewer.

 Registered Representative and Investment Advisor of Park Avenue Securities.