Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Rick Walesch CRPC®,AAMS®
Assistant Vice President
Senior Financial Advisor
Rick has been a financial advisor since 1997. Rick has earned the CRPC® (Chartered Retirement Planning CounselorSM) and the AAMS® (Accredited Asset Management SpecialistSM) designations from the College for Financial Planning. Originally from Milford, CT., Rick moved with his family to Florida in 1982. Rick has been on the Treasure Coast ever since. Rick has two children, Karlee and Ricky, and reside in Jupiter. Rick is a member of Jupiter First Church. When he has free time, Rick enjoys coaching youth sports, fishing, boating and spending time with family and friends.
Rick and his group create and manage investment strategies tailored to clients unique needs and goals. With today's complex economic environment, investors must be equipped to respond to market changes, price volatility, global and political events to help ensure that portfolios stay on track to meet their financial goals. At the same time investors must be ready to take advantage of opportunities and trends to help preserve and grow their wealth. We work closely with Attorneys and CPAs to help clients focus on their estate and tax planning issues.
Before any financial decisions are made, we consider your whole life, taking the time to fully understand who you are and what matters most to you and your family. With this intimate knowledge, we are able to help you define your objectives, work with you to develop appropriate strategies that draw upon the depth and strength of Merrill Lynch and Bank of America.
*AAMS® and Accredited Asset Management SpecialistSM are registered service marks of the College for Financial Planning.
*CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.
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We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.