Meet Richard
Richard is a Sr. Wealth Advisor based in Lexington, Kentucky. He joined Mercer Advisors in 2025 through the acquisition of D. Scott Neal, Inc. where he was a financial planner and investment advisor for 22 years. Richard was educated in England, originally earning his CERTIFIED FINANCIAL PLANNER® certification there before achieving U.S. certification in 2004. He began his career as a floor trader and later became a member of the London Stock Exchange. Richard is also a Certified Divorce Financial Analyst®.
Richard’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Richard has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Financial strategy for clients who are divorced and divorcing, including asset division and long-term planning
- Guiding clients through living in retirement with steady income and smart planning
- Complexities of inherited wealth, from taxes to legacy
- Aligning portfolios with purpose for clients pursuing values-based investing
His working style
Richard is a curious and insightful thinker who enjoys gathering information and developing new ideas through thoughtful analysis. He possesses a strong desire to learn and constantly seeks out new knowledge to broaden his understanding and fuel his creativity. With a natural ability to connect with people, he uses his enthusiasm to engage others, share their perspectives, and build positive relationships.
Richard in real life
What makes you tick?
Born and raised in England, I first lived in the small village of Knowle in the Midlands. As a young man, I lived and worked in Central London. Living overseas is a sure way to develop a respect and understanding of other people and cultures.
What’s one thing you are surprisingly good at?
Tinkering with electrical and mechanical devices. I like to attempt to repair things!
Any words you try to live by?
I used to work as a stock broker on the floor of the London Stock Exchange. I love the LSE motto of “Dictum meum pactum” which means, “My word is my bond.”
Richard’s snapshots
Meet Richard’s Teammates
Kimi Rice
Client Service Specialist
What Richard Says
Kimi, with her colleagues, cheerfully keep the advisors on task and manage to process all the interractions between clients, advisors, and partners.
Mike Reich
Wealth Advisor
What Richard Says
Mike is my teammate in our Louisville office and is always keen to get involved and give advice to clients. He is also adept at using the software tools we have at our disposal.
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