Richard Landi has been in the financial services industry for over 30 years. Beginning his career as a financial advisor trainee with Dean Witter Reynolds in 1991, Richard has since held pivotal roles across several major firms, including Morgan Stanley, Wachovia/Wells Fargo, Ameriprise, and Mass Mutual.
In 2018, Richard founded The Landi Group, a boutique consulting and recruiting firm dedicated to assisting financial advisors and teams. Recognizing the need for a platform that combines independence with the benefits of scale, Richard transitioned to Bridgemark Strategies in February 2020. Now a Managing Partner, he continues to empower financial advisors, offering them unparalleled expertise and resources.
In early 2023, Richard created the “Peek Over the Fence” YouTube channel. This media platform, along with his active LinkedIn presence boasting over 7,000 followers, provides a wealth of information aimed at guiding advisors through the due diligence process.
Richard holds a BS in Finance from the University of Miami. He enjoys a fulfilling personal life in Ft. Lauderdale, FL, with his wife Michele and daughter Carly. The family often spends their leisure time on the boat, offshore fishing, and snorkeling in the Atlantic Ocean.
Richard is also deeply committed to his community, actively participating in the First United Methodist Church and volunteering with organizations such as Hope South Florida and Faith in Action Mission.
