Director of Settlement Planning
P: 412 429 4770
TF: 866 865 8799
F: 412 429 4774
For over 35 years, Rick has been a successful investment advisor specializing in Insurance and Personal Injury Settlements. With a wealth of experience in sales and management, Rick's expertise spans annuities, life insurance, financial services, trusts, and settlement planning. Having spent over two decades as a Registered Representative at Kidder Peabody and Smith Barney, Rick is also certified as an Asset Management Advisor with Huntington National Bank.
His deep understanding and passion for settlement planning have forged enduring partnerships with key industry players, including life insurance companies, trust firms, personal injury attorneys, financial planners, and estate and elder law attorneys. Rick specializes in navigating complex personal injury claims, encompassing medical malpractice, wrongful death, products liability, and mass tort cases, alongside an extensive background in federal estate tax planning.
Rick is an original member of the National Structured Settlement Trade Association and currently serves on the Board of Directors of the Society of Settlement Planners. Beyond his professional endeavors, Rick's collegiate background as a former quarterback at Otterbein College and his alma mater status at Kent State University underscore his commitment to excellence.
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.