Michael Richardson Email & Phone Number
Executive Partner | President - Wealth Management @ Shepherd Financial, LLC
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Michael Richardson Location
- New Albany, IN, US
Michael Richardson Work
- 2018 -now Executive Partner | President - Wealth Management @
- 2008 -2018 Partner | CERTIFIED FINANCIAL PLANNERâ„¢ @ Logan Lavelle Hunt
- 2005 -2008 Financial Advisor @
- 1998 -2005 National Account Manager @
Michael Richardson Education
- Institute of Business & Finance
Master of Science in Financial Services (Finance and Financial Management Services)
2023-2026 - Bellarmine University
Executive Certificate in Financial Planning (Finance)
2011-2012 - Webster University
Master of Business Administration (MBA) (Business Administration and Management, General)
2003-2006 - Hanover College
BA (Bachelor of Arts) (Football, Phi Delta Theta Fraternity, Horner Center Staff, Calculus Tutor)
1994-1998
Michael Richardson Skills
- Retirement Income Strategies
- Retirement Plan Consulting
- Protection Planning/family Security
- Financial Advice
- Services
- Project Management
- Financial Planning
- Investment Advisory
- Life Insurance
- Investment Management
- New Business Development
- Saving for Education
- Wealth Preservation Strategies
- Strategic Financial Planning
- Estate Planning
- Fixed Income
- Financial Risk
- Uniform Combined State Law
- 401k Rollovers
- Pensions
- Retirement Planning
- Wealth Management
- Wealth Management Services
- FINRA
- Fixed Annuities
- Bonds
- Mutual Funds
- Insurance
- Investment Strategies
- Insurance Planning
- Personal Finance
- Portfolio Management
- Accounting
- Universal Life
- Asset Allocation
- Wealth
- Disability Insurance
- Equities
- Management
- Alternative Investments
- Investments
- Series 66
- Long Term Care
- Retirement
- Asset Management
- Planning
- Long Term Care Insurance
- Financial Advisory
- 401k
- Term Life Insurance
- Variable Annuities
- Series 7
- Finance
- Series 63
- IRAs
- Securities
Michael Richardson Summary
- Michael Richardson, based in New Albany, IN, US, is currently a Executive Partner | President - Wealth Management at Shepherd Financial, LLC. Michael Richardson brings experience from previous roles at Logan Lavelle Hunt, Edward Jones and McLane Company. Michael Richardson holds a 2023 - 2026 Master of Science in Financial Services in Finance and Financial Management Services @ Institute of Business & Finance. With a robust skill set that includes Retirement Income Strategies, Retirement Plan Consulting, Protection Planning/family Security, Financial Advice, Services and more. Michael Richardson has 1 emails and 1 mobile phone numbers on RocketReach.
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