Richard A. Anello Jr.*, RICP®, CLTC®

Richard A. Anello Jr., founder of Heights Financial and proud Tampa native, has grown a successful and diverse financial services business by building trusted relationships with business owners, executives, and families throughout the community.  Known for his client-centric approach, Richard delivers personalized financial guidance with care, integrity, and attention to detail.

With a career in financial services that began in 1999, Richard brings decades of experience to his work.  As an Investment Advisor Representative, Richard focuses on helping clients navigate key areas such as asset preservation, retirement income planning, and extended health care funding strategies.  Richard currently holds registrations from the Financial Industry Regulatory Authority (FINRA) including the Series 6 - Investment Companies and Variable Contracts Products Representative, Series 7 - General Securities Representative, Series 63 - Uniform Securities Agent State Law Registration, Series 65 - Uniform Investment Advisor Registration, and the 215 License - Life, Health, including Variable Annuities. Richard earned the Retirement Income Certified Professional® (RICP®) designation from The American College of Financial Services®, and the Certification for Long-Term Care® (CLTC®) from the CLTC Master Class.  Richard has also been a member of the National Association of Insurance and Financial Advisors (NAIFA) since 2000.

Outside of his professional commitments, Richard remains engaged in his community as a member of both the Krewe of the Knights of Sant’ Yago, and the Krewe of the Knights of Sant’ Yago Education Foundation.  Richard is happily married to his wife, Stephanie, since 2001. Together, they have a son, Augustino, born in 2011.  Richard enjoys spending quality time with his family and friends, vacationing, and writing, recording, and performing original music.  

See more about Richard's OneAmerica Financial General Agency alliance at https://www.oneteamfinancialgroup.com 

Heights Financial is not an affiliate of OneAmerica Securities and is not a OneAmerica Financial company.