Richard J. Prozzo

Registered Assistant

Richard joined Davidson Wealth Management as an administrative assistant at the beginning of 2022. Rich’s primary duties include supporting the firm’s registered representatives, processing client service requests, serving as a liaison with investment companies, and other general office assistance. As a recent college graduate, Rich is excited to grow his career at Davidson Wealth Management with an eye towards our next generation of clients.

Rich graduated from the University of Pittsburgh with his Bachelor’s Degree in Finance and Accounting in 2021 and now lives in Lanoka Harbor, New Jersey.

Rich currently holds the Series 7 and Series 66, along with NJ Life and Health Insurance licenses

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