Managing Director | Financial Advisor | RC Wealth Management@ RBC Wealth Management
Boston, Massachusetts, United States
Rick Bellew
GET FULL PROFILE 
Bridgewater State University
Real-Time AI Research
FlashIntel GPT
Tell me more about Rick Bellew?
FlashIntel GPTRick Bellew is a highly experienced financial advisor with 14.9 years of work experience. He specializes in wealth management, financial advisory, estate planning, and asset management. Based in the United States, Rick has worked with individuals and middle market institutional investors, demonstrating his expertise in retirement planning, fixed income, and investment strategies. He is an Accredited Asset Management Specialist and has been with clients since 1995. Rick has held various positions at RBC Wealth Management in Canada, including Managing Director and Executive Vice President/Investments, showcasing his strong financial acumen.
For inquiries about Phone Number and Email, please click here Unlock Contact
Emails and Phone Numbers
About
Financial Advisor working with individuals and middle market institutional investors. I am an Accredited Asset Management Specialist, designated by the College for Financial Planning and have been working with clients since 1995.
Work Experience
Managing Director | Financial Advisor | RC Wealth Management
Managing Director
Financial Services
Rick Bellew's Professional Milestones
- Executive Vice President Investments Financial Advisor (2008-12-01~2022-03-01): Established strategic partnerships, enhancing financial stability and optimizing financial operations for the company's success.
- Managing Director (2022-03-01~): Transforming the company's operations to achieve sustainable growth and deliver exceptional business results.
Education
Bachelors,
Economics
1991-1995Skill
Wealth Management
Financial Advisory
Estate Planning
Asset Management
Retirement Planning
Financial Planning
Fixed Income
Asset Allocation
Investments
Mutual Funds
Equities
Banking
Alternative Investments
Series 7
Series 63
Portfolio Management
Securities
Financial Services
Financial Analysis
Finance
Capital Markets
Hedge Funds
Investment Advisory
Management
Investment Strategies
Risk Management
Investment Management
Strategic Planning
Certification
Colleagues
Curtis Perez
Product Owner | RBBC Wealth Management
David Schmitz
Product Owner
Mark Davidson
owner rbc wealth management
Darren Bank, CPA, CA
vice president business owner specialist high net worth planning services at rbc wealth management
Shaila Sachdev
Digital Product Owner at RBC Wealth Management | CSPO
Other Named Rick Bellew
Frequently asked questions
We found 4 Rick Bellew's email addresses
We found 1 Rick Bellew's phone numbers
Rick Bellew's social media include: Linkedin,
Rick Bellew works for RBC Wealth Management
Rick Bellew's role in RBC Wealth Management is Managing Director | Financial Advisor | RC Wealth Management
Rick Bellew works in the industry of Financial Services
Rick Bellew's colleagues are Curtis Perez,David Schmitz,Mark Davidson
Rick Bellew's latest job experience is Managing Director | Financial Advisor | RC Wealth Management at RBC Wealth Management
Rick Bellew's latest education in Bridgewater State University
