Professional of the Year for 2008 in Investment Brokerage: Rick Santella
 | Rick Santella |
| Industry | Financial |
| Title | Senior Vice President |
| Expertise | Wealth Planning, Estate Planning, Retirement Planning, Overlap Analysis, Investments |
| Current Organization | Janney Montgomery Scott LLC |
| Type of Organization | Investment brokerage firm |
| Major Product | Mutual Funds, Individual Corporations, Exchange Traded Funds, Unit Investment Trusts, Fixed Annuities, Fee Based Accounts, Fixed Income Products, Variable Annuities, Trust Accounts |
| Area of Distribution | National/International |
| Born | June 25, 1960, Philadelphia, Pennsylvania |
| Honors & Awards | Rookie of the Year, Wachovia Securities, 1997; Top 100, Wachovia Securities, 1997-2008; Top Annuity Producer, 1998, 2001, 2004; Top Producer, Philadelphia Region, 1997-2008; Numerous other awards |
| Published Works | Lectures on such topics as Market Volatility, Portfolio Diversification, Overlap Analysis, Sector Investing, Fixed Income Laddering |
| Affiliations | Penna. Freemasons, Penna. Shriners, Order of the Knights Templar, Royal Arch Mason, Certified Emergency Response Team Member (C.E.R.T.) |
| Hobbies & Sports | Reading |
| Career Accomplishments | Numerous honors and awards |
| Work History | Operations Manager, Kidder Peabody & Co., Inc.; Investment Officer, CoreStates Financial; Senior Vice President, Wachovia Securities; Senior Vice President, Janney Montgomery Scott LLC; 29 years total experience |
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