Richard Summers

Financial Advisor

Richard joined Private Advisor Group in October of 2021. His goal as a Financial Advisor is to build strong client relationships, which allows him to better understand his client’s financial goals and needs.  Needs and goals change throughout every stage of life and Richard wants to play an integral role in improving their financial well-being through each of these stages.

“The independent nature of Private Advisor Group,” Richard says “allows me to seek out the best possible solutions to fulfill my client’s needs and  to help them achieve their financial goals.”

Richard holds a BS in Business Administration from Caldwell University.  He was Director of Sales and Marketing for a textile company for 7 years until he decided to pursue his passion for finance. He began his career in the financial services industry in 2020 with Merrill Lynch. Richard holds Series 7 and 66 Licenses and wants to pursue his Certified Financial Planner (CFP®) designation.

Richard currently lives in Bernardsville, NJ with his wife and dog. In his free time, he enjoys spending time with family, playing and watching golf, ice hockey, and Formula 1 Racing. He enjoys donating time to the Special Olympics and Animal Welfare causes.