Rick Botwinick


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I hold my Bachelor’s of Science in Accounting from LIU Post University. I began my career in commercial banking in the Summer of 1979. After twenty four years of working in commercial banking, I realizing that I liked helping clients more than working on financial models. This led me to transition to retail financial services in the Spring of 2003. I have dedicated the past nineteen years of my career to helping clients achieve their financial goals.

When I’m not working, I enjoy playing golf & softball, spending time with my two sons and four grandchildren, and of course my lovely wife of thirty nine years, Victoria.

Designations & Licenses 

  • Series 6
  • Series 63
  • NY Life, Accident and Health Licensure


  • POP’s Softball League, Board Member