Richard Stonger is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, based in the Colorado Springs office since 1993. He leads the Stonger Gilkerson Group and is a specially qualified Senior Portfolio Manager. In this capacity, he helps clients pursue their financial objectives by building and managing personalized or defined investment strategies, which may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. He manages strategies on a discretionary basis and offers his expertise to clients working with other Merrill Lynch advisors.
Richard has more than 35 years of experience across finance, insurance, and real estate industries. He holds a Bachelor's degree from the University of Missouri and a Master of Business Administration in Finance from Houston Baptist University. He is also a Certified Private Wealth Advisor (CPWA) and a Personal Investment Advisor (PIA).
His client focus areas include education planning, family wealth management strategies, liquidity management, retirement planning, portfolio management services, small business strategies, investment strategy, tax minimization, and retirement income. In his personal time, Richard enjoys biking, golfing, hiking, skiing, spending time with his family, and traveling.