Richard Gaige, Cfp®, Cdfa ™
About Richard Gaige, Cfp®, Cdfa ™
Richard Gaige, CFP®, CDFA™, is a Senior Vice President at UBS in Baltimore, Maryland, where he has worked since 2015. He advises high net worth families on personal, philanthropic, and legacy goals, and has a background in economics from the University of Maryland Baltimore County.
Work at UBS
Richard Gaige has served as Senior Vice President at UBS since 2015. In this role, he operates from the Baltimore, Maryland office, where he has accumulated nine years of experience. His focus includes advising high net worth families on personal, philanthropic, and legacy goals as part of the Gaige Lavallee Reed Group. His expertise in financial planning allows him to provide tailored strategies to meet the unique needs of his clients.
Previous Experience at Merrill Lynch
Before joining UBS, Richard Gaige worked at Merrill Lynch as a Senior Financial Advisor from 2002 to 2008. During his six years at Merrill Lynch, he developed a strong foundation in financial services, which contributed to his current success in advising clients. His experience at Merrill Lynch equipped him with the skills necessary to navigate complex financial landscapes.
Education and Expertise
Richard Gaige earned a Bachelor of Arts in Economics from the University of Maryland Baltimore County. His educational background provides a solid foundation for his career in financial services. He is also a member of the Financial Planning Association (FPA®) and holds the Certified Divorce Financial Analyst® credential from the Institute for Divorce Financial Analysts, enhancing his expertise in financial planning.
Background in Tennis and Music
Before his career in financial services, Richard Gaige was a nationally ranked junior tennis player. This athletic background reflects his competitive nature and discipline. Additionally, he has a passion for music, having formed and played in original regional bands. This artistic interest complements his professional life and showcases his diverse talents.