Richard Zumbach

Richard Zumbach is an Investment Advisor Representative with LEXCO Wealth Management, Inc., a Registered Investment Advisor, specializing in retirement and legacy planning.

Since 1997, Mr. Zumbach has been providing wealth management consulting services to select individuals and families needing comprehensive lifetime and multigenerational financial planning. His clients are comprised primarily of business owners, corporate executives and independent women throughout the tri-state area.

Prior to becoming an Investment Advisor Representative, Mr. Zumbach was employed by the IBM Corporation for over three decades where he held numerous management positions in the areas of international accounting and corporate financial planning. Mr. Zumbach has been on the board of directors of a number of organizations, and is currently an adjunct professor at Mercy College in Dobbs Ferry teaching economics and financial management courses. With this diverse professional background, and an undergraduate degree from St. Lawrence University, Canton, NY, with a major in economics, and a Masters of Business Administration in Finance from Pace University, Pleasantville, NY, Mr. Zumbach brings a broad prospective to constructing and implementing wealth management plans to help his clients achieve their objectives.

Mr. Zumbach is a member in good standing in the Financial Planning Association (FPA) of Greater Hudson Valley, and is licensed by the Financial Industry Regulatory Authority and the New York State Insurance Department. He is active in Rotary International, the past President of the Tri State IBM Retirees Club, and a supporter of 'Future Business Leaders of America', the largest business education student organization in the world.

A life long residence of Westchester County, Mr. Zumbach currently resides in Croton on Hudson, NY. Prior to this he lived in Somers, NY where he raised his family of three children. An avid sailor and skier, Mr. Zumbach is also active in a number of community organizations.

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