Richard Blair: A Leader in Wealth and Retirement Management

Richard Blair of Wealth Solutions is the founder of the company that provides wealth and investment advice to its clients. The company is located and registered in Austin, Texas. Richard Blair is highly respected and is considered one of the best in his field. Blair believes everyone no matter their income level should have a sound plan to achieve their financial and retirement goals. The company uses a three step approach to ensure their clients are getting the best advice and plan for their situation.

 

The first step involves learning about the clients situation and identifying their goals, strengths and weaknesses. The second step focuses on developing a plan that fits the needs of the client. The third step finds the best insurance plans to fit their clients needs.

 

Wealth solutions treats a wide range of clients from small businesses to individuals. Blair comes from a family of teachers and this inspired him to start his company in 1994. Richard is passionate about helping people achieve financial and retirement success and he entered the financial field soon after graduating. Over the years he has gained more experience in retirement planning. The company has numerous nationally recognized designations in the wealth management and retirement field.

 

Richard believes he has a distinct advantage over larger firms because he focuses on clients in the local area and build face to face long term relationships. Unfortunately, there is plenty of bad or risky advice by some firms and individuals that can quickly ruin a person’s financial future. Richard tries to steer people away from common pitfalls and bad advice. Another advantage he has is that he is an independent advisor so he is not limited to certain products. He has the freedom to choose whatever is on the market that can best fit your needs. His firm also offers excellent tax advice. He feels that managing your taxes is an important part of a successful financial plan. Maximizing your taxes can save you thousands a year.

 

Richard also gives lifestyle advice since certain behaviors can be detrimental to your financial success. He basically covers every possible area to make sure you are on the right path for success.

 

Connect with Richard Blair on LinkedIn for more information.

Luiz Carlos Trabuco Leads Bradesco Faithfully

Luiz Carlos Trabuco is the CEO of the prestigious Brazilian bank of Bradesco. He has served in this capacity since 2009 and has served the company faithfully through the ups and downs of financial markets. His history with Bradesco stretches back to 1969 when he began his career as a clerk after graduating from college.

This influential position carries with it a weight of responsibility that he manages well. His opinion on serious financial matters is often sought by the elite political and business figures. Quotes from Trabuco, as he is known in economic circles, will often appear in newspapers and other financial media. Some of the country’s largest financial projects are underwritten with Bradesco’s resources and decisions with far-reaching consequences are often in his line of duty.

Luiz Carlos Trabuco is the fourth CEO to serve at Bradesco which was founded in 1943. Their first branch came into existence in Trabuco’s hometown of Marília where he was born in 1951. He succeeded Márcio Cypriano as CEO and has risen through the ranks by gaining experience in many different divisions of the bank. He has a strong identity with Bradesco’s business culture.

Trabuco attended and graduated from the University of São Paulo from the Faculty of Philosophy, Science, and Letters. Formal academic training was important to him and he accompanied this with the natural ambition of a young man eager to make his mark in the world. His academic training was unusual for such a highly placed executive leading a major bank. Most such figures focus on Economics or Finance in their educational pursuits. However, Trabuco has demonstrated a keen insight into financial matters which serves Bradesco very well.

Important reforms have been initiated by Luiz Carlos Trabuco which has changed and improved the culture at Bradesco. A good example is his implementation of a publicity program for Bradesco when he was the head of Marketing. He struck up relationships with Brazilian financial reporters and helped improve the branding of Bradesco with increased public exposure. Prior to this, Bradesco had no relations with the media and its attendant publicity.

A company university to train the next block of leaders in regards to Bradesco’s business culture was also an innovation put forth by Trabuco. This allowed him and other top Bradesco executives to determine which employees exhibited great potential for banking and financial matters. Those that did were able to receive additional training to develop and refine their skills.

One thing that set apart Luiz Carlos Trabuco from other executives that would have been considered for the post of CEO, was his important tenure with Bradesco’s insurance division. Here, his outstanding performance solidified Bradesco’s lead in the insurance market of Brazil and Latin America. The profits increased considerably with Trabuco’s leadership and made a substantial impact on the overall prosperity of the company. He was honored with this terrific performance by being named as the Insurance Personality of the Year on two separate occasions.

Market leadership in private banking has always been a strong consideration for Bradesco. When Trabuco took over as CEO the world was mired in recession and the financial sector also had great difficulty in Brazil. Trabuco provided a steady hand of leadership and when the time was right, he found a way for Bradesco to expand and once again challenge Itaú-Unibanco for market leadership.

When news broke that Bradesco had agreed to acquire the Brazilian branch of HSBC, it sent shock waves through the financial world. With one major stroke, Trabuco had significantly increased Bradesco’s revenues and resources. The purchase was for US $ 5.2 billion and it was a milestone for Bradesco and Trabuco. He was named as the Entrepreneur of the Year in Finance by DINHEIRO for 2015. Luiz Carlos Trabuco has provided excellent leadership for Bradesco.

Learn more about Luiz Carlos Trabuco: https://www.youtube.com/watch?v=3xDktJglYEQ