About Us
Richard Bascom, MBA, NSSA®
Associate Wealth Advisor II
Areas of Specialty:
- Retirement Forecasting
- Estate Planning
- Investment Management
- Social Security Guidance
“The most rewarding part of my job is building meaningful relationships with families. I have the privilege of helping individuals navigate the transition into retirement and guiding them through the challenges that come with it.”
Richard Bascom specializes in helping families navigate one of the most consequential decisions in retirement, Social Security. As a National Social Security Advisor, he brings deep expertise in timing strategies, survivor benefits, and the coordination of both programs in ways that protect and maximize what clients have earned. A Louisville native and former walk-on at the University of Kentucky, Richard brings the same tenacity to every client relationship. His goal is straightforward: make sure you understand your options and walk away knowing you're going to be okay.
EDUCATION:
- University of Kentucky – Master of Business Administration
- University of Kentucky – Data Analytics Graduate Certificate
- University of Kentucky – Bachelor of Business Administration in Finance & Business Analytics
- National Social Security Advisor, NSSA®
- FINRA SIE and FINRA Series 63 & 65
- Notary Public, State of Ohio