Richard F. Gress Jr.
About
With more than 40 years of experience in wealth management, Rick Gress is dedicated to helping individuals and families build, preserve, and transition their wealth with confidence. His approach centers on three important areas: assets, risk, and legacy planning — recognizing that every client’s circumstances, priorities, and goals are unique.
He has worked extensively with affluent families, helping them navigate complex financial decisions and pursue greater financial independence. He is a past board member of the American Heart Association and an active supporter of Suncoast Charities for Children.
Professional Background
A graduate of the University of South Florida, Rick began his career in 1984 in St. Petersburg, Florida, building a business around transactional stock and bond trades before developing the total-wealth approach he practices today. He relocated to Sarasota in 1992, where he continues to serve clients from the RBC Wealth Management office on Main Street.
He has been registered with RBC Capital Markets, LLC since 2015, and previously held registrations with Morgan Stanley, Citigroup Global Markets, Lehman Brothers, and PaineWebber. He is registered as an Investment Adviser Representative in Florida and holds the Series 7, Series 63, and Series 65 qualifications. He is licensed in 33 U.S. states and territories, with no disclosure events on his regulatory record. In 2008, he co-founded The Gress Hughes Lodge Group at RBC Wealth Management.
Contact
- Email richard.gress@richardfrederickgress.com
- Phone 954-691-3866
- Address RBC Wealth Management, 1819 Main Street, Suite 1100, Sarasota, FL 34236
- Website richardfrederickgress.com
Verify professional registration: FINRA BrokerCheck·SEC Investment Adviser Public Disclosure