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  1. Jun 11, 2024 · Richard J. McWhorter joined Summit on May 10, according to BrokerCheck. He moved along with client associates Sandra Parracino and Kyle Szesnat, and the group is calling their new...

  2. Managing Director and Wealth Management Advisor at Merrill. · Experience: Merrill Lynch Wealth Management · Education: Glendale High School · Location: Pasadena · 500+ connections on LinkedIn ...

    • 500+
    • 655
    • Glendale High School
    • Merrill Lynch Wealth Management
  3. www.forbes.com › profile › richard-mcwhorterRichard McWhorter - Forbes

    PROFILE. Richard McWhorter. Merrill Wealth Management. Pasadena, California. Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook...

  4. Jan 24, 2015 · Richard McWhorter, a longtime assistant director and unit production manager who served alongside the likes of King Vidor, Frank Capra and Cecil B. DeMille and was on hand when movie...

  5. Jun 11, 2024 · Headquartered in Pasadena, California, this newly formed independent practice is led by managing partner and private wealth advisor Richard McWhorter, CFP®, CRPC® and is the eleventh firm this...

  6. Jun 12, 2024 · SRM was founded by Managing Partner and Private Wealth Advisor Richard McWhorter, who broke away from Merrill Lynch, where he attracted over $1.9 billion in AUM, according to Summit. SRM selected Goldman Sachs Custody Solutions as its primary custody provider.

  7. 4 days ago · Led by managing partner Richard McWhorter, the local firm is the eleventh to join Summit Growth Partners (SGP), Summit’s innovative partnership model that combines cash monetization with...