Richard G. De Melo, FCSI, FMA, EPC, CIM®
Richard has been working in the financial services industry since 1996. He is a firm believer in building long-term relationships with clients and the development of comprehensive financial planning. As a Portfolio Manager, he specializes in discretionary money management and counseling affluent, sophisticated clients with complex wealth management solutions including tax minimization, estate planning and business succession planning. As the head of the De Melo Financial Group, Richard's experience and investment strategies form the basis for the management of client accounts.
My Team
Richard G. De Melo, FCSI, FMA, EPC, CIM®
Portfolio Manager