Team Members

Richard Proctor, WMCP^® is a Relationship Manager at AAFMAA Wealth Management & Trust (AWM&T) in Winter Park, Florida. Richard has over 18 years of relationship management experience in the Investment Management industry, serving both individual clients as well as large-scale institutional clients across the world. He is honored to now serve members of the military, Veterans, and their families in his role with AWM&T. Richard received certificates from finance programs at both the Stanford Graduate School of Business and the McIntire School of Commerce at the University of Virginia. He is a graduate of Davidson College in Davidson, North Carolina. Additionally, Richard holds the Wealth Management Certified Professional^® (WMCP^®) designation from the American College of Financial Services.

Client Testimonials

"Richard and Brittany are amazing—patiently responding to every question and concern imaginable (large and small)."

~Thomas B., U.S. Army (Ret.), Alabama

"Additionally, Richard helped us consolidate multiple IRAs and cash from the sale of a house and put it under one roof with AAFMAA WM&T."

~LTC William (Bill) A. and Deb A., U.S. Army (Ret.) and Spouse, Delaware

"Richard Proctor has made a positive impact on our experience with AWM&T and we have told military family friends about AWM&T and Richard's excellent customer service."

~COL James K., U.S. Army (Ret.), Virginia

Read more testimonials.