Richard H. Proctor, Jr.
Affiliate Partner / Crescent Florida

As a Managing Partner for Pinpoint Wealth Partners and an affiliate partner of Crescent Wealth Management, Rick has built his career around providing comprehensive life insurance and estate planning solutions to successful individuals, their families and closely held businesses. He has found that developing long term relationships with clients and strategic partners allows for a more holistic and aligned experience for all parties involved. Rick actively nurtures these relationships, allowing for better outcomes and more innovative, all-encompassing wealth preservation strategies for his clients.