SOURCE: Sloan Wealth Management

December 08, 2009 13:01 ET

Sloan Wealth Management, LLC of Dallas Adds Rick Lear as Vice President

DALLAS, TX--(Marketwire - December 8, 2009) - Sloan Wealth Management, LLC, an independent investment advisor registered with the Securities and Exchange Commission, has announced the addition of Rick Lear as Vice President.

In his new position Mr. Lear will manage the investment portfolios of a select group of private clients, leveraging both the proprietary wealth management tools of the firm and his significant experience managing assets at some of the country's largest investment firms.

"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," said Frank O. Sloan, Founder and President.

Mr. 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 Advisor, Mr. Lear assisted clients with all aspects of wealth preservation and growth, investment strategy, and personal financial planning.

A graduate of Southern Methodist University, Lear worked as a Senior Investment Planning Analyst with Sanford C. Bernstein & Co. in New York, Los Angeles and Dallas. At Bernstein, Lear was tapped to participate in the firm's Wealth Management Group to help solve complex investment dilemmas for high net worth families across the nation. Rick also served as a Portfolio Manager for US Trust in New York on a team responsible for a multibillion dollar quantitative, equity investment strategy.

"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.

For more information on Sloan Wealth Management, visit www.sloanwm.com or call 214 720 7500.

About Sloan Wealth Management, LLC

Sloan Wealth Management was founded by Frank O. Sloan, bringing together a team of strategic financial and business managers with a combined 75 years of experience working with high net worth individuals and businesses to manage wealth. The company's proprietary asset allocation model and investment strategy navigate stock and bond markets through all economic cycles and deliver results based on client objectives and sound financial principals.

Contact Information

  • Media Contact:
    Kellie McCrory
    MCA Public Relations
    214 654 0402