Richard Eckelhofer

Richard Eckelhofer Managing Director - Investment Officer Eckelhofer and O'Brien Financial Investment Consulting Group of Wells Fargo Advisors Richard leads Eckelhofer and O'Brien Financial Investment Consulting Group of Wells Fargo Advisors as a Managing Director-Investment Officer. He is responsible for Strategic Planning, Investment Decisions and Relationship Management for each of the Group's clients. Richard effectively focuses on a client services process defining major life goals, prioritizing goals, implementing strategies and progress. Richard has over 34 years of Investment Advisory experience. He had worked previously at Smith Barney and Prudential Securities before he developed his successful practice at Wells Fargo Advisors in September 1999. Richard holds the FINRA General Securities Representative Registration (Series 7), Uniform Securities Agent State Law Registration (Series 63) and Uniform Investment Advisors Law Examination Registration (Series 65). Richard holds a Bachelor of Science in Business Marketing from Plymouth State University, NH. Wells Fargo Advisors named Richard, as a member of the 2024 Wells Fargo Advisors Platinum Council. The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices, and team structure may also be used to determine recipients. This also reflects Richard's ability to earn his client's trust by offering sound, objective and professional advice through the establishment of long-standing relationships.