Richard Moss is a Senior Vice President of Synergy 360. Richard has been a trusted advocate for his clients for more than a decade. Richard began his career as a Financial Advisor with an international firm, globally recognized for its advisor training program and corporate culture. While at the firm, Richard received many honors for his socially focused approach to wealth management and financial planning.

After several years of running a successful practice, Richard was recruited by a team of financial entrepreneurs to establish the first African-American Owned Broker Dealer in the history of the state of Indiana. In his role as Retail Sales Manager for the firm, Richard was primarily responsible for establishing the sales culture of the firm as well as strategic business development amongst local and national institutional entities. As a native Hoosier, the chance to become significant within the community, not just a successful member of the community has been a key source of motivation throughout Richard’s career.

With years of genuine experience at highly reputable firms exploring the various methods of distributing investment advice, Richard now utilizes his expertise and innate ability to create and maintain authentic relationships at Synergy 360. Richard has been married to his wife, Stefanie, since June of 2006. Stefanie is a partner with the law firm Lewis Wagner LLC, also located in Indianapolis. The loving couple have two wonderful little girls, Sydney and Chloe.

 

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