Richard Ceffalio Jr. is a financial advisor with over 30 years of experience, specializing in wealth management and financial planning. The founder of Providence Private Wealth, which merged with Midwest Wealth Management in 2023, Richard now serves as Managing Director at New Edge Advisors.
Navigating an organizational snafu isn't just about showing you're up to the task — it's about empowering teams with the tools to achieve the best outcomes possible.