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David Richards

Senior Advisor, Wealth Management

Generational Group

United States, Texas, Richardson

About Me

David Richards, is a Senior Wealth Advisor for Generational Wealth Advisors. With more than 27 years of experience in investment management, product development, marketing and education in the financial services industry. David specializes in advising a range of clients including high net worth individuals, investment committees for endowments, foundations and pension plans, as well as working with companies to construct highly diversified, low-cost 401(k) retirement solutions for their employees. David works closely with clients to develop and coordinate the financial, investment, tax, and estate planning aspects of their lives. David has a Master in Business Administration from the Univ

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Profile Information

Senior Advisor, Wealth Management

Generational Group

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Richardson

Texas

United States

May 12, 2025

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