Rich Childs
President & CEO, Synergy Wealth Advisors, LLC / Wealth Advisor, RJFS at Raymond James | Dallas-Fort Worth Metroplex
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Rich Childs serves as the President and CEO of Synergy Wealth Advisors, LLC, where he leverages his extensive expertise in strategic financial planning and wealth management to guide clients through their unique financial journeys. With a strong foundation as a Certified Financial Planner, Rich emphasizes a collaborative approach to financial planning, ensuring that each client benefits from a comprehensive understanding of their financial landscape. Under his leadership, Synergy Wealth Advisors has successfully implemented key projects focused on wealth preservation planning and estate planning, helping clients secure their financial futures and achieve their long-term goals.
Rich’s proficiency in investment strategies, including fixed income portfolio management and cash management, allows him to tailor customized financial plans that align with clients' individual needs and aspirations. His commitment to providing holistic financial advice is evident in the way he integrates life insurance and long-term care insurance into clients' overall financial strategies, ensuring that they are well-prepared for any eventuality.
At Synergy Wealth Advisors, Rich champions the importance of a team-oriented approach, bringing together a diverse group of trusted advisors to create a cohesive roadmap for financial success. This collaborative model not only enhances the client experience but also fosters a culture of continuous learning and adaptation within the firm. As a member of Raymond James Financial Services, Inc., Rich is dedicated to maintaining the highest standards of service and integrity, ensuring that clients receive the guidance and support they need to navigate the complexities of wealth management.
President & CEO, Synergy Wealth Advisors, LLC / Wealth Advisor, RJFS at Raymond James in January 2009 to Present
Financial Advisor at UBS Financial Services, Dallas, TX in January 2006 to January 2009
Consultant at Starboard Specialty Funds, LLC, Chicago, Illinois in January 2006 to January 2006
Trader at TD Equity Options, LLC, Chicago, Illinois in January 2002 to January 2005
Trader at Stafford Trading Europe, London, United Kingdom in January 2001 to January 2002
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Certified Financial Planner
Personal Financial Planning
Strategic Financial Planning
Wealth Preservation Planning
Succession Planning
Estate Planning
Multi-generational Wealth Transfer
Small Business
Wealth
Wealth Management
Wealth Accumulation
Concentrated Stock Management
Retirement Planning
Retirement Benefits
Retirement Plan Consulting
Qualified Retirement Plans
Defined Contribution
401k
Defined Benefit
Employee Stock Options
Portfolio Management
Asset Management
Asset Allocation
Risk Management
Income Protection
Disability Insurance
Life Insurance
Long Term Care Insurance
Asset Protection
Securities
Investments
Alternative Investments
Private Equity
Stocks
Equities
Fixed Income
Bonds
Asset Based Lending
Securities Lending
Cash Management
College Savings Plans
529 Plans
Equity Research
Financial Statement Analysis
Fixed Income Analysis
Fixed Income Portfolio Management
Syndicate
Wealth Management Services
Financial Services
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Discover more about Raymond JamesWhat is Rich Childs email address?
Email Rich Childs at [email protected] and [email protected]. This email is the most updated Rich Childs email found in 2026.
What is Rich Childs phone number?
Rich Childs phone number is +18133936387 and +17273971844.
How to contact Rich Childs?
To contact Rich Childs send an email to [email protected] or [email protected]. If you want to call Rich Childs try calling on +18133936387 and +17273971844. (updated on October 29, 2024)
What is Rich Childs net worth?
Rich Childs has an estimated net worth of $375,000 to $499,999
What company does Rich Childs work for?
Rich Childs works for Raymond James
What is Rich Childs's role at Raymond James?
Rich Childs is President & CEO, Synergy Wealth Advisors, LLC / Wealth Advisor, RJFS
What industry does Rich Childs work in?
Rich Childs works in the Financial Services industry.
Rich Childs Email Addresses
Rich Childs Phone Numbers
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