Rich Munneke

Meet Rich

Rich is a Regional Vice President based in Scottsdale, Arizona. He joined Mercer Advisors in 2024 after serving nearly 28 years at Charles Schwab in various roles, including Regional Market Executive. In his current role, Rich educates prospective clients about Mercer Advisors and matches them with a wealth advisor when they decide to become a client. Rich is enthusiastic about helping people amplify and simplify their financial lives with integrity and care while also acting in their best interests. He believes that building strong personal relationships and understanding our client’s full wealth management picture helps him provide more personalized guidance. Rich earned a B.S. degree in psychology from the University of Richmond and an MBA from Regis University.

His working style

Rich is known for building relationships and engaging clients on a deep level about their financial goals and plans. He loves helping solve complex financial problems and giving people a brighter future.

Rich in real life

What keeps you busy outside of work?

Family, friends, the outdoors, and golf.

Favorite thing about where you live?

In Arizona, we have nine months of the best weather in the country.

Any words you try to live by?

Treat people with respect, do your best, and take ownership of your results.

Meet Rich’s Teammates

At Mercer Advisors, we operate as a unified team. Get to know the teammates Rich counts on — and how they work together to support you.

Susy Gibo

Sr. Client Development Associate

What Rich Says

Susy is the best onboarding specialist in the business and helps make clients’ financial lives easier.

David Kerber

Managing Partner

What Rich Says

David serves our ultra-high-net-worth segment in the Scottsdale market, and I believe he is the industry’s absolute best.

Yvonne Jimenez

Partner

What Rich Says

Yvonne is a great relationship builder and takes time and consideration for every client to help ensure their financial lives are in order now and into the future.