Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
We are committed to understanding your values and what you want to accomplish with your assets. We believe that one-on-one conversations help us get to know who you are and what you and your family want for your lives and allow us to concentrate on helping you pursue your life goals and plan for your legacy.
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 planning issues as well as tax minimization strategies.
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 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.
Learn about the MyMerrill Mobile App.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.