This $2B Money Manager Shares Timeless Lessons & How To Avoid F.O.M.O. (Fear Of Missing Out)

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.