Eddy Ricci, CFP ®, ChFC ®, CEPA ®
Founding Partner
About Eddy
Eddy Ricci is a founding partner of Lead Advisor, LLC, a consulting firm specializing in talent attraction and professional development for the wealth management industry.
Eddy entered the wealth management space 20 years ago through four different college internships. After a decade in firm leadership roles (and a few outside “side” projects) he launched a full-time consulting firm focused on talent strategy, acquisition and leadership development, two months before the pandemic in lower Manhattan. With significant growth serving the wealth management community, Lead Advisor, LLC was formed as a niche entity later that year.
Leadership Authority and #1 Best Selling Author, Erik Qualman has shared, “Ricci understands what motivates Gen Y teams. He is on my radar and should be on yours.” Former Chairman of Publicis Kaplan Thaler, Linda Kaplan Thaler has shared, “Ricci possesses a rare blend of creativity, strong business skills and an ability to connect with people.”
He has been published or quoted in Entrepreneur Magazine, Forbes and Fox Business News in addition to being on various podcasts and keynotes. He is the author of The Growth Game: A Millennial’s Guide to Professional Development. He is also the creator of Miss Money Plan & The Battle Against E-motion, a financial literacy book for kids and the adults that read with them!
Eddy is a graduate of New York University and holds his Certified Financial Planner and Certified Exit Planning Advisor designations. He is an angel investor and is married with two daughters.