Richard Lottier III

Client Service Specialist

As a Client Service Specialist, Richard specializes in making sure our clients’ needs get met. He is also our team’s go-to for technological troubleshooting.

Richard decided to seek a position at our independent wealth management firm after he became unhappy with the culture of the big bank he worked for.

Asked what he likes about his current role, Richard said, “Everything—from helping clients, to helping fellow employees, and everything in between.”

Fun Facts

Richard can dunk a basketball on a 10-foot rim.
A native Floridian, he lives in Garden City, Michigan, with his fiancée and dog.
His top travel destination recommendation is Amsterdam.
Richard graduated cum laude from Florida Gulf Coast University.
He has been a loyal Miami Hurricanes fanatic since the time he could walk.

Education, Certifications, and Memberships

Bachelor of Arts, Sociology, Florida Gulf Coast University
Associate of Arts, Liberal Arts, Broward College
Emergency Medical Technician, Broward College