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Richard J. Szelc

Dallas, TX

Phone: (214) 775-4655



Richard J. Szelc, Managing Director, joined the firm in 2000. As a Wealth Advisor, Rick works closely with his clients to create investment solutions that are customized based on each client’s unique financial objectives. During his tenure at Neuberger Berman, he has been a member of the firm’s Partnership Committee and has been recognized by Worth Magazine and Barron’s as one of the top 100 Wealth Advisors in America.  Previously, he held positions at Sanford C. Bernstein, PepsiCo and Chemical Bank, where he began his career in the industry in 1990. Rick received a BS from Lawrence Technological University and an MBA from the University of Texas at Austin. He is on the Board of the St. Paul Medical Foundation and is very active in a number of charities in the Dallas area. In 2015, Richard was ranked #3 in Texas on Barron’s Top 1,200 Financial Advisors list, #53 on Barron's Top 100 Financial Advisors list and named Dallas Business Journal’s Largest North Texas Wealth Manager.

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“Trusting someone with your irreplaceable wealth is an extremely difficult decision. My team of six experienced professionals, many with professional designations and advanced degrees, focus on earning a client’s trust each and every day. We are also focused on preserving one’s wealth while providing the financial comfort necessary to maintain one’s lifestyle. We aim to achieve these goals and objectives by working as a team in creating an investment strategy that optimally provides the financial resources necessary.”

Richard J. Szelc, Wealth Advisor