Richard J. Smith Jr.

Private Wealth Advisor

Monroeville, PA Office

Phones

Phone: 412.317.1410
Fax: 412.317.1402
Cell: 412.491.6787

Email Address

richard.smith@mosaicwealthconsulting.com

Rick joined Mosaic Wealth Consulting as a Private Wealth Advisor in November 2015. Previous to his current position, Rick began as a Financial Advisor with MetLife Premier Client Group in 2009. He was a recipient of their Super Starter Award, the highest recognition level for first year Advisors. He holds Series 6, 63, and 65 registrations. He is also licensed for life, health, disability income and long-term care insurance.

Rick specializes in comprehensive, fee-based financial planning for individuals, professionals and business owners in the areas of retirement planning, investment planning and wealth preservation. He takes a holistic approach to address clients’ financial concerns and puts strategies in place to help them toward achievig their goals.

A graduate of Indiana University of Pennsylvania, Rick holds a Bachelor degree in Finance. Rick and his wife, Emily, reside in Plum Borough, PA with their four children: Noah, Elizabeth, Emma and Alec.

Outside of the office, Rick is a member of the Plum Borough Chamber of Commerce. Rick is an avid golfer and he enjoys spending time with his family while camping, fishing and watching his kids’ sporting events.