Richard Jennings, MBA
Senior Financial Advisor
First Vice President - Investments
I am a seasoned Senior Financial Advisor and First Vice President-Investment Officer at Wells Fargo Advisors, a role I've excelled in since 2014. With a wealth of experience, I have navigated a prestigious career that spans several esteemed financial institutions.
I have been a financial advisor since 2008, building my expertise at Fulton Financial Advisors, where I was a Vice President and Financial Advisor. My financial acumen was further honed at National Penn Investment Services, where I held the position of Senior Vice President, Director of Sales & Business Development, orchestrating and managing sales activities for the bank’s investment services division. My strategic vision was pivotal during my time at KNBT Financial Services as Senior Vice President and Program Manager, and as Director of Sales & Business Development for KNBT Wealth Management Group.
In 2001, I co-founded Oakwood Financial Corp., taking the helm in developing and managing a full-service broker/dealer and investment advisory firm. My leadership and strategic oversight were instrumental in Oakwood’s growth and success. I previously served as a consultant for Quick & Reilly/Fleet Securities in New York City, and as Vice President and Chief Financial Officer for Summit Financial Services Group, Inc., where I significantly contributed to the company’s revenue growth from $3.5 million to $54 million annually.
My academic credentials include a Bachelor of Science in Accounting from Pennsylvania State University and an MBA from DeSales University. I hold Series 7, 24, 63, 65 FINRA securities registrations and I am a licensed insurance agent in Pennsylvania. For over 26 years, I have been sharing my knowledge as an Adjunct Instructor at DeSales University.
Married with three grown children, I enjoy the outdoors, especially spending time at the beach with family. I am also an avid reader with a particular interest in history and biographies.
I have been a financial advisor since 2008, building my expertise at Fulton Financial Advisors, where I was a Vice President and Financial Advisor. My financial acumen was further honed at National Penn Investment Services, where I held the position of Senior Vice President, Director of Sales & Business Development, orchestrating and managing sales activities for the bank’s investment services division. My strategic vision was pivotal during my time at KNBT Financial Services as Senior Vice President and Program Manager, and as Director of Sales & Business Development for KNBT Wealth Management Group.
In 2001, I co-founded Oakwood Financial Corp., taking the helm in developing and managing a full-service broker/dealer and investment advisory firm. My leadership and strategic oversight were instrumental in Oakwood’s growth and success. I previously served as a consultant for Quick & Reilly/Fleet Securities in New York City, and as Vice President and Chief Financial Officer for Summit Financial Services Group, Inc., where I significantly contributed to the company’s revenue growth from $3.5 million to $54 million annually.
My academic credentials include a Bachelor of Science in Accounting from Pennsylvania State University and an MBA from DeSales University. I hold Series 7, 24, 63, 65 FINRA securities registrations and I am a licensed insurance agent in Pennsylvania. For over 26 years, I have been sharing my knowledge as an Adjunct Instructor at DeSales University.
Married with three grown children, I enjoy the outdoors, especially spending time at the beach with family. I am also an avid reader with a particular interest in history and biographies.