Director of Settlement Planning
P: 412 429 4770
TF: 866 865 8799
F: 412 429 4774
Rick has been a successful investment advisor in the Insurance and Personal Injury Settlement arena for over 35 years. He has professional sales and management experience in the areas of annuities, life insurance, financial services, trusts and settlement planning. Rick was a Registered Representative with Kidder Peabody and Smith Barney for over 20 years and is certified as an Asset Management Advisor with Huntington National Bank.
Rick works closely with judges, attorneys, and claims handlers in pretrial and settlement conferences, traveling nationally as a settlement negotiator. He has served as a guest speaker for lawyers and professional claims associations on the topics of Structured Settlements, negotiations, investments and financial planning.
Rick enjoys and understands the unique specialties involved in the settlement planning industry. He has developed successful relationships with life insurance companies, trust companies, personal injury attorneys, financial planners, estate planning attorneys, and elder law attorneys. His focus is on serious personal injury claims including medical malpractice, wrongful death, products liability and mass tort claims. He also has an extensive background in the area of federal estate tax planning. Rick is an original member of the National Structured Settlement Trade Association and is currently on the Board of Directors of the Society of Settlement Planners. He is a former quarterback at Otterbein College in Westerville Ohio and a graduate of Kent State University.
Copyright © 2023 Adair Financial Group, LLC - All Rights Reserved.
Investment advisory services provided by NewEdge Advisors, LLC doing business as Adair Financial Group as a registered investment adviser. Securities offered through NewEdge Securities, Inc., Member FINRA/SIPC. NewEdge Advisors, LLC and NewEdge Securities, Inc. are wholly owned subsidiaries of NewEdge Capital Group, LLC.