BOCA RATON, FL, September 25, 2026 /24-7PressRelease/ -- Rich P. Altieri Jr. has been recognized for achievement in family wealth management.

Mr. Altieri's distinguished career in family wealth management spans 38 years, marked by a steadfast commitment to client success and industry innovation. Since 2021, he has served as founder and managing director of the Altieri Group of Raymond James in Boca Raton, Florida. In this capacity, Mr. Altieri manages client portfolios and financial plans, conducts market research and analysis, coordinates team strategy and daily operations, and collaborates closely with tax professionals and estate planning attorneys. He is recognized for creating a unified point of contact for clients' full financial picture, integrating tax and estate planning with wealth management. His approach emphasizes transparent communication and the prioritization of clients' best interests, a philosophy that has resulted in nearly four decades without litigation or arbitration. Additionally, he mentors finance students and industry newcomers, builds and manages relationships with hundreds of clients, and develops customized financial plans tailored to each family's needs.

Prior to founding his own group, Mr. Altieri was managing director – wealth management and financial advisor at Morgan Stanley from 1988 to 2021. During his tenure there, he built a reputation for excellence in asset management, estate planning, tax planning and philanthropic planning. Over the course of his career, Mr. Altieri has managed billions of dollars in assets for client families across four generations, considering this legacy the most fulfilling aspect of his professional life. His expertise has been recognized through features in Newsweek and The Wall Street Journal. He is also a member of the Boca Raton Chamber of Commerce.

Mr. Altieri's educational background laid the foundation for his achievements in finance. He earned a Bachelor of Science in marketing from Florida Atlantic University in Boca Raton in 1987 after completing an associate degree at the College of Boca Raton. His academic journey was shaped by a strong work ethic developed during his youth in Bridgeport, Connecticut, where he worked various jobs from age fifteen to support his education. These formative experiences inspired his fascination with the financial sector and motivated him to pursue a career on Wall Street. In addition to his academic credentials, Mr. Altieri has held certification through the Nationwide Mortgage Licensing System since 2015.

He attributes his success to hard work, creativity and genuine happiness in his profession. Mr. Altieri believes that while diligence is common among professionals, it is creativity—thinking outside conventional boundaries—that distinguishes his practice from others. Above all, he finds fulfillment in building talented teams, witnessing their growth, and seeing their enduring impact on clients' lives.

Beyond his professional responsibilities, Mr. Altieri is actively engaged in civic initiatives and industry organizations. He serves as a mentor for the Florida Atlantic University Alumni Association and is a dedicated supporter of Big Dog Ranch Rescue, reflecting his commitment to animal welfare. His accomplishments have been recognized with numerous awards, including Barron's Top 1200 Financial Advisors (2018), Best in State Wealth Advisors by Forbes (2018), Top 250 Advisors Managing Over $1 Billion by AdvisorHub, Top 1,000 Financial Advisory Teams by Barron's for two decades and Top Financial Advisory Team at Raymond James. He has also contributed to the field through projects such as "POWER players."

In his personal life, Mr. Altieri's family exemplifies resilience and achievement. He is married and has one son who overcame a significant immune system condition that required continuous intravenous treatment from age 10, yet rose to become a world-class figure skater, representing Team USA at the 2020 Olympics and competing at the elite international level. At home, Mr. Altieri shares his life with three rescue dogs, further demonstrating his dedication to animal advocacy.

Outside of work, he enjoys traveling and participating in adult basketball and flag football leagues. Looking ahead, Mr. Altieri intends to build the largest and best financial advisory team in the country. While currently ranked among the top 1% of advisors nationally, he aspires to set new standards within Raymond James and across the industry. His passion for his work remains unwavering as he continues to pursue these goals with dedication and enthusiasm.

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