Richard Anello Jr., founder of Heights Financial, has built his diverse financial services business by creating strong, reputable relationships with business owners, executives, and families within the community. As a financial advisor, Richard remains client-centric, always providing custom-tailored financial advice with a high level of care. He is committed to understanding and solving the unique needs of each client in the areas of income protection, retirement planning, long-term care planning, and wealth transfer.
A Tampa native, Richard began his career in financial services in 1999. Prior to forming an alliance with One Team Financial, he worked at several prominent firms, including MONY Group, Foresters, and Principal Financial Group. Richard is an Investment Advisor Representative and holds his FINRA Series 65 License, FINRA Series 6 Securities License, and his 2-15 License - Life, Health, including Variable Annuities. Additionally, Richard obtained his Retirement Income Certified Professional® (RICP®) designation through The American College of Financial Services®, and has been a long-time member of the National Association of Insurance and Financial Advisors (NAIFA).
Richard’s community involvement includes active membership in the Krewe of the Knights of Sant’ Yago, and the Krewe of the Knights of Sant’ Yago Education Foundation. Richard is happily married to his wife Stephanie since 2001. They have one son, Augustino, born in 2011. In his free time, Richard enjoys spending quality time with his family and friends, summers at the beach, and writing, recording, and performing music.
Heights Financial is not an affiliate of OneAmerica Securities and is not a OneAmerica company.