William Lee Richardson
Wealth Management Advisor


The Midtown Financial Group

Network of Specialists

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
 
Chris J Faicco

Chris J Faicco

Wealth Management Advisor

Chris Faicco, Wealth Management Advisor in The Midtown Financial Group, has spent the last 29 years at Northwestern Mutual focusing on helping busy, high-net worth clients organize their financial lives and plan for their futures. Ranging from high-level corporate executives on Wall Street to professional athletes, Chris works with busy, successful individuals to design and implement financial plans to fit their needs. The areas of expertise Chris focuses on include, but are not limited to, investment and retirement planning, college education, life insurance, and estate planning.

When he’s not in the office, Chris enjoys playing golf and tennis, as well as a variety of other sports. He is an avid Los Angeles Dodgers fan. He is also involved in several charities, including Alex’s Lemonade Stand Foundation which supports pediatric cancer, and Steven’s Strikeouts which helps families of fallen firefighters, policemen and first responders.

Chris is celebrating his 25 year wedding anniversary to Lori this year, and has 2 daughters, Jessica and Kristie.

 
Kevin M Stein, CLU<sup>®</sup>, ChFC<sup>®</sup>, CFP<sup>®</sup>

Kevin M Stein, CLU®, ChFC®, CFP®

Estate & Business Planning Specialist
Our Estate & Business Planning Specialist assists clients with estate, business and executive benefit needs.
Wealth Management Advisor

Kevin Stein is a Wealth Management Advisor in The Midtown Financial Group, and Director of Business and Estate Planning for the Russo Group. Kevin brings over 15 years of experience to his engagement with clients, on a variety of topics from personal insurance planning, to business succession planning and his role as an investment fiduciary. Kevin’s practice includes a particular focus on the needs of the closely held business owner, advising them on becoming financially independent from their business, and helping them understand how to best leverage the concentrated assets they hold in the form of business interests, and often, real estate.

Kevin holds the designations of CERITIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and his Series 6, 7, 63, 66 & 26 securities licenses.

Kevin resides in Manhattan with his wife Sarah and 3 children, Amaia, Elise and Aaron.

 
Matthew C Leopold, CFP<sup>®</sup>, RICP<sup>®</sup>

Matthew C Leopold, CFP®, RICP®

Wealth Management Advisor

Matt Leopold is a Wealth Management Advisor in The Midtown Financial Group, and has over 17 years of experience guiding clients along their financial path.  He believes in a planning based approach to managing all aspects of an individual’s financial life.  He and his team share a philosophy that success starts with trust and a plan.  Matt holds the designations of CERTIFIED FINANCIAL PLANNER™ (CFP®) and Retirement Income Certified Professional (RICP®).  He holds his Series 6, 7, 63 and 66 securities licenses and his state life and health insurance licenses. 

In his free time, Matt enjoys playing sports, reading and volunteering his time coaching youth sports programs. Matt also founded a non-profit organization whose mission is to raise awareness for colon cancer screening and detection.

Matt lives in Pleasantville, New York with his wife, Tamara, and two boys, Max and Ian.

 
 

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