Richard Edgett

Client Services Manager

Richard Edgett is an experienced leader in financial services with a background spanning wealth management, operations leadership, advisory support, and client experience strategy. Drawing from both his military service and professional leadership experience, he brings a disciplined, mission-focused approach to team development, operational excellence, and client relationships. Over the course of his career, Richard has built and led teams focused on delivering exceptional service while improving operational performance and organizational scalability within fast-paced, highly regulated environments. His experience includes leading client service operations, coaching and developing talent, and supporting growth initiatives designed to strengthen both client relationships and organizational performance. Known for a collaborative and people-centered leadership style, Richard is passionate about building high-performing teams grounded in accountability, communication, and trust. He combines operational discipline with a genuine commitment to helping clients, colleagues, and organizations succeed through thoughtful leadership and service-driven execution.