Urbealis will join JTF Private Wealth Management with decades of experience as a financial consultant.
As vice president at Merrill Lynch & Co. and senior vice president at Guardian Life Insurance Agencies, he managed high net worth client assets and comprehensive insurance products, leading to a career as a business advisor.
With executive roles at 1st Global, Capital Professional Partners, and most recently as president of Private Client Group, he has helped over 200 financial services firms build a fully integrated wealth management practice across the US.
John Thomas Financial CEO Thomas Belesis said that Richard’s experience and expertise enriches the capabilities of our advisory team, allowing the private wealth management division to offer a service uniquely competitive in today’s environment.
The private wealth management division offers customized portfolio management solutions to individuals and families of high net worth.
With client-centric approach, the John Thomas’ products and services include estate, asset and fund management, investment management, business owner planning, and insurance services.
The company said that the offerings are customized to each client’s tax, financial, investment and estate planning needs and are delivered in private and confidential environment.
