Richard Tyroler

Current

• Financial Advisor/Financial Planning Specialist at Smith Barney

Past

• Financial Advisor at UBS Wealth Management
• Trader/Technical Analyst at Carlin Financial Group
• Owner/Asst. Director at Timber Lake & Tyler Hill Camps

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Education

• University of Massachusetts at Amherst

Connections

7 connections

Industry

Financial Services

Websites

• My Website

Richard Tyroler’s Summary

I enjoy working with people who are serious about their planning needs in order to prepare for a happy and comfortable tomorrow. With each and every one of my client's, I take the time to fully understand any concerns they may have (anything that may keep them up at night), and develop strategies to address these concerns. I take a tremendous amount of pride in my practice and consider myself to be a "Client-Centric Advisor." My client's not only look at me as their "Investment Advisor," but as their life coach for all of their financial needs.

Richard Tyroler’s Specialties:

Asset Accumulation/Wealth Preservation Strategies, Insurance Needs, Estate Planning, Education Funding, Long Term Care, Asset Based Lending, Commercial Lending, Mortgages, Home Equity Lines of Credit, Philanthropy and more...

Richard Tyroler’s Experience

• Financial Advisor/Financial Planning Specialist

  Smith Barney

  (Public Company; 10,001 or more employees; C; Financial Services industry)

  July 2007 — Present (2 years 1 month)

• Financial Advisor

  UBS Wealth Management

  (Public Company; 10,001 or more employees; UBS; Financial Services industry)

  July 2005 — July 2007 (2 years 1 month)

• Trader/Technical Analyst

  Carlin Financial Group

  (Privately Held; 501-1000 employees; Financial Services industry)

  January 1998 — December 2001 (4 years)

  Developed Technical Trading Models to profit from trends in the market.

• Owner/Asst. Director

  Timber Lake & Tyler Hill Camps

  (Privately Held; 501-1000 employees; Recreational Facilities and Services industry)

  September 1980 — October 1997 (17 years 2 months)

Richard Tyroler’s Education

• University of Massachusetts at Amherst

  BA , Business/Marketing , 1981 — 1985

Additional Information

Richard Tyroler’s Websites:

• My Website

Richard Tyroler’s Interests:

Family, Friends, BOD for Community, Support Children w/Cancer, Captain USTA 4.0 Men's Tennis Team...

Richard Tyroler’s Honors:

Series 7 Licensed, Series 66 Licensed, Insurance Licensed, Financial Planning Specialist Designation

Richard Tyroler’s Contact Settings

Interested In:

• consulting offers
• new ventures
• expertise requests
• business deals
• reference requests
• getting back in touch