I spent seven years in the banking industry as a commercial relationship manager and retail market executive prior to becoming a financial advisor. In 2009, I began my career with Edward Jones in my adopted hometown of Greensboro, North Carolina. I continue to serve friends and investors in that community and in many other states in the country.
My business is focused on retirement investment strategies for individuals, families and small business owners. I work closely with my clients to:
• understand each client's specific goals,
• understand the level of risk with which you're comfortable, and
• monitor investment progress to determine if/when adjustments need to be made.
Working together, I'll make sure you have the answers you need such as, "Have I saved enough for retirement?" "What if I change jobs?" "How can I protect my family?" My primary goal is that you feel confident that you've taken the steps to protect the financial future of you and your loved ones.
Throughout my career at Edward Jones, I have served in various leadership positions and most recently as a field trainer to newer financial advisors. When not in the office serving clients, I enjoy spending time with my three children and taking my dog, Charlie, on long runs. I also enjoy volunteering for Urban Ministry of Greensboro and participating in marathons across the country.
- Entrepreneurs & Business Owners
- Intergenerational Planning
- Retirement Income Strategies
- Estate & Legacy Strategies
- Employee Stock Options
- Charitable Giving
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
- Mountain Biking
Phone NumberRick Dutch at (336) 282-7216
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