Richard Whitworth
Senior Manager, Wealth Advisory
As Senior Manager of Wealth Advisory, Richard helps develop the firm’s adviser team and deliver strategic initiatives that strengthen client engagement.
With almost two decades of experience in wealth management, Richard has worked with financial advisers across a range of business models, developing programmes, tools and resources that help advisers grow their businesses and deliver better client outcomes.
Before joining JBWere, Richard held senior leadership roles at TD Ameritrade Institutional, LPL Financial and Cetera Financial Group, as well as roles with I/B/E/S International and Morgan Stanley Private Wealth Management.
Richard holds a Bachelor of Science in Finance from the University of Delaware and an International MBA with Honours from IE Business School in Madrid, Spain. He also holds the Accredited Investment Fiduciary (AIF) designation.