Eddy Ricci, CFP ® CEPA ®
Eddy is a founding partner of Lead Advisor, LLC., a wealth management collective focused on growing practices, firms and careers.
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.”
Eddy partners with business owners, fortune 500 executives and growing professionals to act creatively on talent strategy and leadership development to build awarding winning teams and careers. He works with entrepreneurs on entry, expansion and also business exits as a Certified Exit Planning Advisor.
He has been published or quoted in Entrepreneur Magazine, Forbes and Fox Business News and has given keynotes at various organizations. 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 an angel investor and has served on alumni leadership councils. He is a graduate of New York University and is married with two daughters.
| Where do you live? | Saunderstown, RI |
| College: | New York University |
| Favorite Childhood Toy or Games: | Ninja Turtles, Ghostbusters, Wrestling |
| Favorite Book or Authors: | Rework & Good To Great |
| Favorite Restaurant: | Al Forno (Providence),
Carbone & Raouls (NYC) |
| Favorite Meal: | Lamb or Veal Chop |
| Favorite Drink: | Coffee and many red grapes |
| Favorite Month: | May & September |
| Favorite Shows: | Jeopardy, Seinfeld, Everybody Loves Raymond, Redzone |
| Favorite Movie: | Meet The Parents, Pulp Fiction and Christmas movies with the kids. |
| Favorite Sports Team: | Yankees |
| Favorite Musicians/Band: | Arctic Monkeys, Jay – Z, The Strokes, 90’s alternative |
| Favorite Podcast or Blog: | Kitces |
| Favorite cities beside current hometown: | New York, Boston, San Francisco and Venice |
| Best Vacation: | Anywhere with the family- whether beaches, cities or theme parks! |
| Favorite Charity: | Alex’s Lemonade Stand |
| Favorite Fictional Character: | Joker |
| Ideal Weekend Day Looks Like…. | Work out, big breakfast and doing something with the family (either by the ocean or in a city). |
| Hobbies: | Learning about cities, businesses and wine.
Golf, fantasy sports and writing. |
| Favorite Quote: | “There is no traffic on the extra mile.”
“Life is 10% what happens to you and 90% how you react.” “Macro patience, micro urgency.” |
| Best piece of feedback you have ever received: | Being taught what personal responsibility really means early in my career. |
| Thought leaders you follow: | Alan Weiss & Erik Qualman |
| Why Lead Advisor, LLC? | To help upgrade lifestyles. To continue to grow through the unique art of building a company from scratch. |