PROFESSIONAL PROFILE

Richard Mansour, AVP,CFM,CSNA is a Senior Financial Advisor with Global Wealth Management of Merrill Lynch.

Relocating from Georgia to Birmingham after joining Merrill Lynch in 2003. He began his career in the financial services industry with Salomon Smith Barney in Atlanta as a Private Wealth Manager in their high net worth private client arena. Prior positions before joining Merrill Lynch included serving as the CFO for a multi store regional retail corporation for 23 years.

Rick drives the preparation and implementation of investment strategies that seek to create, grow, and preserve the wealth of his clients. Having a Portfolio Manager (PM) designation, he manages customized investment portfolios using the Portfolio Investment Advisory (PIA) and also utilizes professional money managers. In his practice, he also makes recommended adjustments as warranted by the life events of his clients and the market conditions while staying true to the client’s long-term financial plan and cash flow needs. Clientele include individuals, families, businesses and charitable foundations.

Rick graduated with a BBA degree from the University of Georgia's Terry College of Business. He is active in his church and various charitable organizations. Rick and his wife, Marilyn, resides in Birmingham, Ala., and are parents of two daughters, Mrs. Matt Mettry (Melissa) and Natalie. During his off time, Rick is an avid golfer and also enjoys theatre and traveling for entertainment.