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Richard Convy

Investment Officer

Richard Convy is President Emeritus of AAFMAA Wealth Management & Trust. He serves our military clients as an Investment Officer from the Reston, Virginia office. Rick brings to AWM&T more than 35 years of experience in the financial industry with a specialization in investment management & trust services. Rick’s professional designations include an MBA from George Washington University. Rick joined AAFMAA Wealth Management & Trust in 2012 as the founding President. He began his career as a securities regulator on Wall Street followed by positions as the Director of Investments at Riggs Bank & Trust and as a High Net Worth Private Bank Portfolio Manager for both PNC and Bank of America.

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AAFMAA Wealth Management & Trust

Financial Planning, Investment Management, and Trust Services provided by AAFMAA Wealth Management & Trust, a North Carolina Limited Liability Company wholly owned by AAFMAA. Physical address: 639 Executive Place, Suite 200, Fayetteville, NC 28305.
Information provided by AAFMAA Wealth Management & Trust LLC is not intended to be tax or legal advice and we encourage you to seek guidance from your tax and legal advisors. Past performance does not guarantee future results. Investments are not FDIC or SIPC insured, are not deposits, nor are they insured by, issued by, or guaranteed by obligations of any government agency or any bank, and they involve risk including possible loss of principal.

AAFMAA Mortgage Services LLC

Mortgage services provided by AAFMAA Mortgage Services LLC (AMS), a wholly-owned subsidiary of AAFMAA. AMS is available for the financing of residential property in the states listed on our Legal & Licensing page. All loans are subject to credit approval and other criteria. Physical address: 1 Copley Pkwy, Suite 420, Morrisville, NC 27560. Lender NMLS: 1423968, https://www.nmlsconsumeraccess.org/, Equal Housing Lender, Veteran Affairs (VA) approved lender # 668521-00-00; not endorsed or sponsored by the Dept. of Veterans Affairs or any government agency.

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Richard Convy

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