Professional of the Year - Financial Investing

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Rick Santella

Title: Senior Vice President Financial
Industry: Financial
Type of Organization: Financial Investment Service
Major Product/Service: Providing financial investment and other related services
Expertise: With over 40 years experience, Mr. Santella is responsible for all financial matters including IRA's, estate planning, annuities, tax efficient investing, retirement planning and income strategies. He educates clients on the best means of financial investing for their individual needs.
Geographic Area of Distribution: National
University/Degree: Some College
Born: June 25, 1960, Philadelphia, Pennsylvania
Hobbies/Sports: Pet therapy, holistic healing studies, reading, community fund raising involvement
Spouse: Maria
Married: October 25, 2008
Children: Lauren, Lindsey, Sean
Work History: Previously, Mr. Santella served with: Kidder Peabody & Co, Inc. from 1980 through 1989; CoreStates Financial from 1989 through 1996; Wachovia Securities from 1996 through 2008; Janney Montgomery Scott from 2008 through 2011; and Morgan Stanley from 2011 through 2021.
Honors & Awards: Strathmore's Who's Who, 2008; Marquis Who's Who, 2019-2020; Philadelphia Magazine Five Star Wealth Manager Award, 2013-2021
Published Works: Featured, Cover, Philadelphia Suburban Magazine, 2019, 2021