Rich Dragotta, ChFC®
Regional Branch Director
I have an esteemed 30+ year leader in the wealth management industry, bringing expertise and knowledge to his roles with Merrill Lynch and PaineWebber. My skill set includes all areas of wealth management execution, from practice development and compliance to operations, service delivery, workflow efficiency, marketing strategies, technology innovation, and human resources.
Throughout my lengthy career, I have served as a manager, coach, and leader where my extensive experience makes me an asset to any team in the industry.
A graduate of Gettysburg College, I was awarded a BA with a concentration in economics and a minor in accounting. I am a current member of Omicron Delta Epsilon and The International Honor Society for Economics. In addition to holding multiple securities licenses, I hold designations as a Chartered Financial Consultant® issued by the American College of Financial Services and the Chartered Retirement Planning Counselor issued by the College of Financial Planning.