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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.

“Trusting someone with your wealth isn’t always easy.  I focus on taking the time to earn a client’s trust and help eliminate the anxiety that comes with creating and implementing an investment solution.  I ask prospective and new clients many questions in an effort to best understand their objectives and any apprehension they may have regarding their investment assets.   My clients and I work as a team so that we can optimize an investment plan that aims to meet their investment goals as well as any needs of future generations or their charitable interests.”

Richard J. Szelc, Wealth Advisor