Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
The Fitzsimmons Group helps families, high net worth individuals, and business owners implement custom strategies through investments, planning, and maintaining a disciplined investment process. Whether you are welcoming a new addition to the family, sending children to college, planning for retirement, or leaving a legacy, the team team provide a wide range of financial capabilities leading clients up to, through, and beyond life’s toughest hurdles.
In addition to providing traditional advice and guidance, The Fitzsimmons Group has personalized and defined strategies which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, third party managers, or alternative investments.
Richard Fitzsimmons is a Senior Vice President and Wealth Management Advisor who joined Merrill Lynch in 1984. Richard graduated from Villanova University with a Bachelor of Science in Business Administration and is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Richard is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own strategies. When servicing clients through the Firm’s Investment Advisory Program, a qualified Portfolio Manager may manage his strategies on a discretionary basis. Richard is a former two term Councilman for the Boro of Manasquan and past Council President. He served on the Board of Trustees at Manasquan River Golf Club as the Membership Chairman. He lives in Brielle with his wife, Priscilla, and three children Chase, Jack, and Richard J Fitzsimmons.
Richard Junior attended his high school years at The Loomis Chaffee School in Windsor, Connecticut. He graduated with honors from Wagner College in New York where he earned a Bachelor’s degree in business finance. At Wagner, Richard was inducted to Delta Mu Delta, a business honor society that recognizes and encourages academic excellence of students at universities around the country. Growing up at the Jersey Shore, he finds a deep admiration for the ocean along with golf, tennis, squash, and paddle. Richard is a scratch golfer and former NJCAA national tennis champion for both singles and doubles.
In conjunction with the local community , we sponsor and attend social events for local families, which affords us the opportunity to hear from the people whose lives are being directly impacted by economic uncertainty. Our group is committed to consistently working within the region and we readily make available our experience and professional colleagues whose insights may be of benefit to those looking to preserve and grow their wealth.
Our experts examine the forces that are changing the world – and how they may impact your life
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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 online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
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 Wealth Management 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.