I am native Floridian, who loves living in beautiful northwest Florida with my wife, Sandy, and several animals. I have been with Edward Jones for over 29 years and am a limited partner in the firm. Prior to joining Edward Jones, I travelled the world as a career military officer.
I am a natural educator who guest lectures on many topics, including financial independence. I am involved with the 1st Presbyterian Church of Lynn Haven, FL, the Rotary Club of Lynn Haven, the Bay County Chamber, the Alzheimer Association's "Walk to End Alzheimer's," Harry Jackson Masonic Lodge and work on several other local volunteer projects. I teach a "Current US Foreign Policy Topics" class through the GCSC Encore program. In my private time, I enjoy travel and photography. I love to experience other languages, customs, history and food.
I am passionate about helping my clients realize their life goals through financial independence. I have a holistic approach with my clients that includes goal setting, risk assessment, understanding financial tools and products, insurance, estate considerations and asset protection strategies. I love to work with clients in identifying their "bucket list" of life and helping to find solutions to make their dreams a reality.
I work with my clients throughout their life to understand what is important to them and to make adjustments for changing risk tolerance, family dynamics, wealth transfer solutions and appropriate investment needs. I use a time-tested process to help keep them on track and achieve their financial goals.
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Intergenerational Planning
My Personal Interests
- History and Museums
- Art & Theater
Phone NumberRich Filippi at (850) 265-5040
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 05:00PM|
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