Richard E. Prozzo

Richard E. Prozzo

President

Richard E. Prozzo, President, has been an Investment Advisor Representative with Davidson Wealth Management, LLC, since 1996. 

Rich provides comprehensive financial planning and asset management services.  He is particularly skilled in the area of retirement planning.  Rich works with retirees, as well as those still accumulating assets for retirement, to help maximize their investment strategies.  He provides income strategies, tax efficiency analysis, estate planning, strategies to help lessen the overall risk of your assets, and insurance planning services.  Rich chairs the firm's investment advisory committee, which provides asset allocation and investment selection policy for the firm.

Rich is a graduate of Swarthmore College in Pennsylvania.  He is separately associated as a registered representative with Royal Alliance Associates, Inc., Member FINRA/SIPC, one of the largest independent broker dealer firms in the country. 

 

Phone (732) 409-1060
Fax (732) 409-1052