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.
Education and Certifications
Who I work with
What guides my approach
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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About Allworth
30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.
Then, as now, we believed we could do better — because you and your money deserve better.
With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more — all under one roof and directed by one point of contact.
Because when financial guidance comes with a commitment to put your needs first — and our success is dependent on your success — you get more than just advice.
You get a financial ally for life.
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30 Years in Business
$22.5 billion AUM4
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