Richard Looney

Partner Advisor

Richard Looney is a Partner Advisor in Allworth's Manasquan, New Jersey office. Richard brings decades of experience in investing and financial advisory to Allworth Financial, where he recently merged his practice from George McKelvey Co. Founded as an alternative to the traditional sales-driven advisory model, Allworth Financial prioritizes clients and their financial well-being. After earning his B.S. in Economics and Finance from the University of Hartford, Richard began his career amidst the chaos of Black Monday in 1987. His journey led him from trading desk manager to partner and ultimately managing partner at George McKelvey Co. Richard now leverages his expertise within Allworth Financial, providing clients with smart, sophisticated financial planning that encompasses investment, tax, estate, and insurance strategies—all tailored to their unique needs. Richard has been married to his wife, Amy, since 1992, and they have called Wall Township home since 1994. They have two children, Madeline and Anderson. Outside of work, Richard enjoys golfing and skiing, and he actively engages in coaching his children’s sports teams and leading their Cub Scouts den.

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