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Sloan Wealth Management adds Rick Lear as vice president


Dallas-based investment adviser Sloan Wealth Management has appointed Rick Lear as vice president.

Lear will manage the investment portfolios of a select group of private clients.

"We are very fortunate to have attracted Rick and his talent to our firm. The depth of experience he brings is a huge asset to both our clients and our entire team. We are thrilled to have him as a major resource focused on our clients and their interests," says Frank O. Sloan, founder and president.

Lear has more than 13 years experience as a wealth management expert and was most recently a vice president with Neuberger Berman in Dallas. As a wealth adviser, Lear assisted clients with all aspects of wealth preservation and growth, investment strategy, and personal financial planning.

Lear also worked as a senior investment planning analyst with Sanford C. Bernstein and as a portfolio manager for US Trust in New York.

"Independent, non biased investment advice utilizing the best investment tools available is the future of the industry. The old model of investing is broken. Sloan Wealth Management is the future. The platform from which we operate gives the individual investor the best chance of success for preserving their irreplaceable wealth while growing it at a rate that will allow them to live their life style," Lear says.

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