Professional
Before Richard Kelton can speak intelligently about the services that might be appropriate for you and your family, he needs to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know him.
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I became part of Northwestern Mutual Financial Network after leaving a Big 8 accounting firm. I found that working for a large firm in New York City was unappealing to me due to the lack of personal connection I now make with my clients everyday.
I enjoy working with successful professionals who are too busy to plan for their financial future and prefer to spend their time away from work with the people they care about, rather than their personal finances.
—Richard Kelton
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Education
- Pace University: Bachelor of Business Administration in Accounting.
Awards and Recognition
Richard is a member of the Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals. Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.
MDRT's mission is to be a valued, member-driven international network of leading insurance and investment financial services professionals who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.
- Million Dollar Round Table Qualifying Member: 1998-2005, 2007
- National Quality Award: 1996, 1998-2004, 20
- National Sales Achievement Award: 1996-2000, 2002
- Attracting Quality Associates (AQA): 1997-1999
Associations and Memberships
Richard Kelton is a member of the Capital District Chapter of the National Association of Insurance and Financial Advisors (NAIFA). The mission of NAIFA is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.
NAIFA is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.
He is also a member of the Society of Financial Professionals.
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