OUR MISSION STATEMENT
Working with you to help preserve and grow wealth for your long-term goals
Working with you to help preserve and grow wealth for your long-term goals
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Rick is responsible for understanding your financial circumstances and timeframes when helping you construct and monitor a portfolio for you. He builds strategies that are designed to help you reach your goals and objectives. He has provided wealth management guidance since 1986. As a CHARTERED RETIREMENT PLANNING COUNSELORSM (CRPC®), Rick focuses on the individuals, couples, families, and organizations that have in the sphere of retirement preparation, planning, investments, and monitoring. You get the benefit of a seasoned Financial Advisor who has helped clients in good markets, and to weather through the recovery of difficult market periods. Often, Rick works collaboratively with fellow team members for which he serves as team leader. Previously, Rick worked at Merrill Lynch and in various capacities at the IBM Corporation. He graduated with honors from Northeastern University. The Prybyl Farr Group is committed to community service. Rick has served on a number of community boards, and has been active in youth sports programs. Rick and his wife reside in Ithaca, and have two daughters in college.
Securities Agent: AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IN, MA, MD, ME, MN, NC, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
Rich and his team oversee and coordinate the investment needs of a select group of clients and businesses. His practice focuses on delivering world-class service. As a financial advisory team, we deliver the power of a sophisticated and experienced group of professionals to create a customized solution for each client. Our process begins with an in-depth analysis of our client's needs and long-term goals. We are committed to providing excellent personal service, financial planning, while maintaining absolute client confidentiality.
Rich Farr holds the CHARTERED RETIREMENT PLANNING COUNSELORSM (CRPC®) designations and is a registered Financial Advisor and Vice President at Morgan Stanley. Prior to joining the firm, he served as a Vice President and financial advisor at Bank of America/Merrill Lynch. In addition, Rich served as senior vice president and chief financial officer of a multi-bank holding company, specializing in asset and liability management. Rich is experienced in strategic planning, employee benefit plans, fixed income strategies and portfolio risk management. He earned his MBA and MPS from the Johnson Graduate School of Management at Cornell University. Rich is married and resides with his family in Ithaca, NY.
Securities Agent: AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IN, MA, MD, ME, MN, NC, NH, NJ, NM, NY, OH, OR, PA, SC, TX, UT, VA, VT, WA, WI, WV, WY; General Securities Representative; Investment Advisor Representative
Steve Headrick focuses on developing strategies for individuals, families, and businesses to help you meet your financial goals. Steve is a CERTIFIED FINANCIAL PLANNER Professional, he holds a state of NY Insurance License, and is Series 7 and 66 registered. Steve earned a Civil Engineering degree from Virginia Tech and a Master of Business Administration from the Johnson School at Cornell University where he was focused on Finance, Strategy, and Leadership. Prior to his MBA, he served over 10 years on active duty in the United States Navy as an officer and instructor pilot in multiple aircraft. Steve is involved in the local community as the President of the Downtown Ithaca Alliance, as the Co-President of the Johnson School Club of the Finger Lakes, as a member of the Cornell University Veterans Colleague Networking Group, as the immediate past-President of the Ithaca Lions Club, and as an alumnus of Leadership Tompkins. Steve is married and lives with his family in Ithaca, NY.
Securities Agent: AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IN, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NY, OH, OR, PA, SC, TX, UT, VA, VT, WA, WI, WV, WY; General Securities Representative; Investment Advisor Representative
Securities Agent: AZ, CA, CO, CT, DC, DE, FL, HI, IA, IN, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NY, OH, OK, OR, PA, SC, TX, VA, VT, WA, WI, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
Claire believes that financial awareness and strength are critical components to overall wellbeing, and she is passionate and committed to helping her clients achieve them. A sound financial footing reaps benefits beyond the individual that reverberate to loved ones and to the community at large. She works closely with her clients to drive positive financial outcomes in line with their personal goals. She takes time to learn each person’s unique situation and formulate a path towards peace of mind and financial freedom that incorporates:
• Discovery/goals analysis
• Roadmap creation
• Ongoing review, recalibration, and coaching
Claire began her financial services career in 1996 with an initial focus on qualified retirement plans (401(k)s, pensions, etc.) then broadened her scope to personal wealth management services when she joined Morgan Stanley in 2012. Prior to joining Morgan Stanley, Claire worked for the Principal Financial Group, Chemung Canal Trust Company, and as a Private Consultant. She is series 7, 63 and 66 licensed. She graduated Summa Cum Laude with a Bachelor of Arts from the University of Kentucky. She is an avid practitioner of yoga, an active member of the community, and serves on the Board of Directors for the Coddington Road Community Center. Claire lives in Ithaca with her husband and two children.
Securities Agent: AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IN, MA, MD, ME, MN, MT, NC, NH, NJ, NM, NY, OH, OR, PA, SC, TX, UT, VA, VT, WA, WI, WV, WY; General Securities Representative; Investment Advisor Representative
One of the key responsibilities that we have to you is in keeping your day-to-day financial activates running smoothly. Katherine Olmstead understands this unequivocally. She helps provide the administrative needs for your portfolio. Katherine is registered to execute trade instructions for the team. She has worked with Prybyl Farr Group clients since 2007 and has financial industry experience since 2005. Katherine’s detail work includes assisting you with the online interface, statement reconciliation, checking and card access, and general administrative needs as they arise. Katherine grew up in Anchorage, Alaska, has lived in California, and resides in nearby Dryden.
Creating customized financial strategies for the challenges that today's families face.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
Providing clients access to sustainable investing products and strategies while also pioneering solutions to our global challenges.
With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
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