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Scott R

ChFC®, Series 63, Series 65

Naples, FL

Richardson Capital Management, LLC

Scott Richardson is a financial advisor at Richardson Capital Management, LLC with 26 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Richardson has been with Richardson Capital Management since 2004 and is also president of Richardson Financial Group, Inc., where he provides analysis and recommendations on life, disability, and long-term care insurance. Richardson Capital Management serves individuals, business entities, trusts, estates, and charitable organizations with investment management, wealth management, family office services, retirement plan consulting, and comprehensive financial planning. The firm employs a diversified investment approach that includes equities, fixed income, mutual funds, ETFs, and less-liquid vehicles when appropriate, and it offers account aggregation and specialized family office services.

Private / alternative investments Wealth management General estate planning guidance
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