Meet the Team
Ric Kellogg
Vice President, Assistant Branch Manager
Grant Finney
Client Service Associate
About Me
Ric Kellogg is a financial advisor and vice president at the Private Client Group of HilltopSecurities in Dallas. Since 1996, Ric has helped senior executives, family-owned businesses, and investors meet diverse and specific financial objectives.
Ric takes pride in delivering attentive, concierge-level service. His foremost commitment is understanding your goals – by listening, inquiring, and providing solutions. Ric can help you build a broadly diversified portfolio tailored to your objectives, risk tolerance, and time horizon – with active management, regular check-ins, and direct access when you need guidance.
Ric grew up in a Navy family and completed military school in San Marcos, TX before graduating from Texas Tech University. He enjoys golfing, fitness, and is a certified PADI Master Diver. He resides with his wife and three children in Colleyville, TX and Las Vegas, NV.
Expertise
• Investment Advisory Services
• Comprehensive Financial Planning
• Qualified Retirement Plans
• Insurance & Annuities
Licenses
- Series 3, 6, 7, 9, 10,24, 63, 65
- Life and Health
- Licensed and Registered in all 50 states
- Certified Financial Planner
- Chartered Retirement Plan Specialist (CRPS)
COMPREHENSIVE PLANNING
FOR EVERY GENERATION
relationships. Whether you’re starting a family, taking over the family
business, or handing over the reins to live the retirement you earned,
we can help.
ADVANCING YOUR
Financial Pursuits
Through our five-step process, we work with you to find out where you are now, and where you want to be in the future. Whether it's living the retirement you earned, preserving your legacy, or living with certainty, we help put you on the right path.
- Discover your goals, roadblocks, and other considerations.
- Analyze your current financials to identify strengths, weakness, and opportunities.
- Advise you on a tailored plan that pinpoints your financial needs and goals.
- Implement your financial plan and investment strategy.
- Monitor your plan and portfolio and adjust as necessary.