CONSORTIUM MEMBER SINCE 2016

Richard Tomasello

Client Relationship Manager

Magnolia Financial Group
143 Norcross Street
Roswell, GA 30075

Phone  |  334/728-1855
Fax  |  770/353-6338
E-mail  |  Richard@mfgplanning.com



Member Profile

Client Vision

As the Client Relationship Manager for Magnolia Financial Group in Auburn, AL, Richard Tomasello offers focused experience to families and small businesses.

Richard earned a Bachelor's degree in Accountancy from Auburn University in 2006, and a Master's degree in Finance from Auburn University in 2010. Prior to joining Magnolia Financial Group in 2016, Richard worked with OneAmerica Securities and AXA Advisors. Richard also has extensive experience as a restaurant owner and entrepreneur, and can offer business owners and startups industry-specific professional guidance.


Education/Certification

  • Bachelor’s in Accountancy from Auburn University (2006)
  • Master’s in Finance from Auburn University (2010)

Outside The Office

Richard and his wife, Crystal, live in Auburn, AL with their two children, Collin and Ava. They enjoy playing sports, hiking, running, and enjoying the outdoors together as a family.









TOP 25 FIRM
2004-2017

Chosen as one of Atlanta’s
Top 25 Financial Planning & Advisory Firms
based on assets under advisement.


RANKED TOP WORKPLACE 2015-2018





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DISCLOSURE: Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment advisor or IFG Advisory, LLC, a registered investment advisor. Integrated Financial Group and IFG Advisory, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, DC, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin.