Richard J. Calhoun, Jr.
Managing Director, President
Contact Richard Calhoun
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Rick is a proven leader in the financial services industry with over 20 years of experience on Wall Street. He began his career as a vice president at The Rubenstein Company, a national full-service commercial real estate company. He then became a financial advisor with Merrill Lynch before moving on to Legg Mason, where he served as a producing sales manager. After that, he worked for 10 years at Smith Barney, where he managed branches in New York, Pennsylvania and Florida.
In 2008, He joined Wells Fargo Advisors Financial Network (WFAFN) as a Regional Director of Branch Development. In that role, Rick focused on the expansion of the WFAFN platform in the Northeast. In 2013, Rick was promoted to Managing Director – Innovation & Growth where he represented business owners on Wells Fargo Advisors and Wells Fargo Corporate strategic initiatives, focused on opportunities to support business owners as they seek growth and enhanced practice equity, and drove innovative growth and practice-management strategies across Wells Fargo Advisors. Rick was also asked to lead WFAFN’s efforts in evaluating and developing a timely and efficient response to the Department of Labor’s Fiduciary Rule.
Rick has a bachelor’s degree from the ILR School at Cornell University and has earned several certifications from the University of Pennsylvania’s School of Social Policy & Practice. Rick and his wife, Jeanne, have three children — one daughter and two sons. In his free time, Rick enjoys golf, wine, cooking and coaching youth sports.