EPISODE · Jan 20, 2025 · 30 MIN
This $2B Money Manager Shares Timeless Lessons & How To Avoid F.O.M.O. (Fear Of Missing Out)
from Smart Money Circle · host Adam Sarhan
This $2B Money Manager Shares Timeless Lessons & How To Avoid F.O.M.O. (Fear Of Missing Out) Guest: Richard McWhorter, CFP & Managing Partner with SRM Private Wealth $1.85B in AUM Website: https://srmprivatewealth.com/ Bio: Richard McWhorter, CFP, is the Managing Partner and Private Wealth Advisor with SRM Private Wealth. He manages $1.8 billion for ultra-high net worth, high net worth, entertainers, and athletes. He has 32 years of experience and spent 16 years at Smith Barney and 16 years at Merrill Lynch. He believes in a holistic approach which is individualized for each client and has experience in financial planning, retirement planning, estate planning, and philanthropic planning. He has been recognized by Forbes - Best in State Wealth Advisors, Financial Times, and Barrons while at Merrill Lynch. He is joined in his Pasadena California firm by partner and director of client services Sandra Parracino, AWMA and client associate Kyle Szesnat. SRM Private wealth was opened in May 2022 to allow The McWhorter Group the ability to serve their clients at the highest level on a wide variety of aspects of their lives. Richard is supported by his wife and six children. Outside of the office he spends time playing golf, traveling, and with his Family. He also enjoys working with charities and finding creative ways to raise funds for a variety of different causes.
What this episode covers
This $2B Money Manager Shares Timeless Lessons & How To Avoid F.O.M.O. (Fear Of Missing Out) Guest: Richard McWhorter, CFP & Managing Partner with SRM Private Wealth $1.85B in AUM Website: https://srmprivatewealth.com/ Bio: Richard McWhorter, CFP, is the Managing Partner and Private Wealth Advisor with SRM Private Wealth. He manages $1.8 billion for ultra-high net worth, high net worth, entertainers, and athletes. He has 32 years of experience and spent 16 years at Smith Barney and 16 years at Merrill Lynch. He believes in a holistic approach which is individualized for each client and has experience in financial planning, retirement planning, estate planning, and philanthropic planning. He has been recognized by Forbes - Best in State Wealth Advisors, Financial Times, and Barrons while at Merrill Lynch. He is joined in his Pasadena California firm by partner and director of client services Sandra Parracino, AWMA and client associate Kyle Szesnat. SRM Private wealth was opened in May 2022 to allow The McWhorter Group the ability to serve their clients at the highest level on a wide variety of aspects of their lives. Richard is supported by his wife and six children. Outside of the office he spends time playing golf, traveling, and with his Family. He also enjoys working with charities and finding creative ways to raise funds for a variety of different causes.
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This $2B Money Manager Shares Timeless Lessons & How To Avoid F.O.M.O. (Fear Of Missing Out)
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