Richard W. Humphrey, CFP<sup>®</sup>, ChFC<sup>®</sup>

Richard W. Humphrey, CFP®, ChFC®

Managing Director, Wealth Manager

“It’s easier to make the right decisions when you’re guided by advice that’s focused on what matters most to you.

“That’s why my first priority is to talk with you about your personal and professional financial goals. I’ll maintain that open dialogue throughout our relationship, so that the course of action we decide on is relevant to your life and circumstances today, while looking strategically toward the future.

“With access to the broadest selection of resources from Raymond James and our external partners, I will help you explore opportunities to grow and preserve your wealth while preparing for potential obstacles as we work together over time.”

Richard W. Humphrey, CFP®, ChFC®

Richard is a founding partner and key member of the Blue Water Wealth Management Group. As a member of the team's investment committee and planning committee, he focuses on developing, implementing, and actively managing customized plans for individuals and their families, as well as providing risk management and investment strategies. Prior to joining Steward Partners in 2020, Richard began his financial planning career at UBS Financial Services, Inc. in 2001, Richard worked as an associate electrical engineer in research and development for Ametek. Richard is also a proud U.S. Marine Corps veteran and served four years as an avionics technician.

Marine Corps veteran and served four years as an avionics technician. Richard has attained the CERTIFIED FINANCIAL PLANNER™ certification, Chartered Financial Consultant ® designation, Senior Portfolio Manager, and holds the Series 7, 31 and 66 securities licenses, as well as the Florida health and life insurance and annuity licenses. In addition, he earned a bachelor’s degree in finance from the University of South Florida graduating Magna Cum Laude.

Richard and his wife, Anita, live in Tampa and enjoy traveling, biking, reading, and playing a challenging round of golf. They are blessed to have three children and a large family scattered across the United States. In addition to his career, Richard believes it is vital to give back to his community through service and accountability. He actively supports the Clearwater Jazz Holiday Foundation in its efforts to benefit music education through scholarship and educational activities, as well as the Dunedin Fine Arts Center, Clearwater YMCA, Camren's One Wish Foundation, and Helen Ellis Memorial Hospital Foundation.

Certified Financial Planner board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Phone (727) 351-5343