Richard KlineRichard KlineWealth Advisor
About Richard
Richard Kline is a Vice President and Wealth Advisor with J.P. Morgan Wealth Management.
Dick brings more than 40 years of engagement with the capital markets to offer institutions and ultra-high-net-worth individuals direct access to a broad range of innovative opportunities, including private placements, private equity, alternative investments, separately managed accounts, ETFs and mutual funds.
An influential leader among finance professionals, Dick works in partnership to provide coverage for a sophisticated client base that seeks personalized ways to invest and preserve their wealth. His experience as an equity fundraiser has provided the tools to assess the investment landscape and the leading asset managers in the industry. He has held a lifelong interest in the markets and is driven by a desire to help others prioritize approaches that align with their goals and needs.
Dick began his career as a Financial Consultant and has held important roles with Legg Mason, Lincoln Financial, Deutsche Asset & Wealth Management and AMG. His capability set includes team collaboration, business development and relationship management. He has a strong history of elevating others and serves as a mentor and guide for both investors and clients.
A graduate of the University of South Carolina, Dick earned a B.A. in Government and International Studies. He attended on a D1 swimming scholarship and was a National Junior Olympic swimming champion.
Dick was born and raised in Bethesda and has deep ties to the area. He believes in giving back to society and our veterans and has served as an officer on the Board of Governors for Congressional Country Club. Previously, he was a member of the Clay Foundation and supported the Luke's Wings Foundation. Dick and his wife, Alex, have three adult children. To relax, he continues to swim and enjoys playing golf, fishing and cycling.
Insights
November Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
We need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Market Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Is the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read Now
Add fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read Now
Municipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read Now
For your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read Now
With U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read Now
Fixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowNovember Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now