Kevin Rickman
About Kevin Rickman
As a member of the Virtual Engagement Associate (VEA) Team, I focus on delivering white glove financial planning service for Financial Advisors and their clients via a robust 4-step process. Leveraging proprietary modern wealth tools, I create bespoke financial plans to help clients realize their financial futures. I proactively analyze client relationships to identify areas of opportunity for Financial Advisors to enrich the client experience. I provide a repeatable and scalable holistic planning process as a part of Financial Advisors practice, with the goal of strengthened client relationships, asset retention, and growth of their financial services business. Graduate of Columbia University with a Bachelor of Arts degree in Financial Economics. FINRA Series 79, 7, and 63 Licensed.