Rick Stein joined Advocate Investing Services as an Investment Advisor in 2020. Prior to joining our team, Rick owned and operated Rick Stein Insurance Agency since 2006. He takes pride in providing personalized and responsive service.
Rick learned at an early age the value and importance of saving and investing and is eager to help you with your financial needs.
Rick is a graduate of George Mason University, and lives in Montgomery County, MD with his wife and two sons. He holds a Series 65 license as well as Life & Health and Property & Casualty insurance licenses. He is active in his local synagogue, "Chabad of Upper Montgomery County." Rick also enjoys playing guitar, reading and learning new things.