Rick Turner, CRC®

Senior Market Director, Metropark

732-362-7026

Rick Turner is the Senior Market Director of Seventy2 Capital’s Metropark office, in Iselin, NJ. As a Financial Advisor with over 25 years of experience, he focuses on helping clients and their families by delivering personalized investment planning, management, retirement planning, and asset allocation services. Rick works primarily with business owners, executives, families and retirees. From 2018 to 2024, Forbes listed Rick as one of the Best-in-State Wealth Advisors* and from 2005 to 2024 has been recognized as a Wells Fargo Advisors Platinum Council Member (formerly Premier Advisor).**

 

Prior to joining Seventy2 Capital, Rick worked as a Financial Advisor with Wells Fargo Advisors and UBS. Rick has earned multiple registrations including Series 7, 63, and 66 as well as obtaining the Certified Retirement Counselor (CRC) certification.

 

Outside of work, Rick enjoys spending time with is family, outdoor activities such as skiing, hiking, and strength training, and playing an active role in his children’s school and sports activities. Rick earned his degree from Bucknell University in Pennsylvania, where he played soccer. He graduated with a Bachelor of Science in Business Administration, and a double major in Business Management and Economics.

 

Location: Metropark

*2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 – 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 – 6/30/21 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 – 6/30/20 (Source: Forbes.com). 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 – 6/30/19 (Source: Forbes.com). 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 – 6/30/18 (Source: Forbes.com). 2018 Forbes Best-In-State Wealth Advisors: (Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 – 6/30/17 (Source: Forbes.com).

 

The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

 

* * The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by business production from the previous year and professionalism.