Rick Mayo, M.S., CFP®, ChFC®
Xavier University
Tell me more about Rick Mayo, M.S., CFP®, ChFC®?
Rick Mayo, M.S., CFP(r), ChFC(r) is a highly experienced financial professional with over 36 years of work experience. He specializes in wealth management, transistion planning, investments, retirement, and retirement planning. Based in Virginia Beach, Rick has worked for Raymond James Financial Services for nearly 40 years and 28 years. His systematic approach to problem-solving and innovative solutions has helped clients achieve their retirement and education goals. Rick's expertise and diligence have helped clients achieve their retirement and education goals. For more information, visit his website at www.realmedia.com.
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Emails and Phone Numbers
About
For nearly 40 years, and 28 years with Raymond James Financial Services, the constant in my practice is my systematic approach to solving planning problems for my clients while integrating forward thinking solutions into my clients financial life. My mission continues to be reliability, high standards, efficiency and innovation in the prosecution of my clients financial plan. I have helped up to 4 generations of clients plan and meet their retirement and education goals throughout the years. Let me bring this experience, competence and diligence to your planning strategy. "You can't help anybody, until you love everybody" - "Jerry Maguire""Nobody cares how much you know until they know how much you care." -Theodore Roosevelt"I help clients plan for retirement, where being retired is affordable and work is optional" - Rick MayoFor important disclosure information, please see "Social Media Disclosure" link in the "Contact Info Section"
...See MoreWork Experience
Managing Director
Financial Services
Rick Mayo, M.S., CFP®, ChFC®'s Professional Milestones
- Branch Manager (1995-05-01~): Revitalized branch operations by implementing efficient processes and reducing costs.
- Managing Director (1995-05-01~): Leading the company through strategic planning and effective leadership.
Education
Economics,
Business Administration,
Bachelors,
Bachelor Of Science
315532800-410227200Skill
Wealth Managment
Transistion Planning From Divorce
Investments
Retirement
Retirement Planning
Holistic Financial Planning
Social Security
Certification
Colleagues
Peter Reitmeyer
Vice President Relationship Manager
Angie Schadt
vice president product implementation and process manager
Theodore Walden
Vice President | Portfolio Manager
Michael Schoenleber
Vice President
Annette Martin
Vice President Financial Advisor
Other Named Rick Mayo, M.S., CFP®, ChFC®
Frequently asked questions
We found 3 Rick Mayo, M.S., CFP®, ChFC®'s email addresses
Rick Mayo, M.S., CFP®, ChFC® works for Fulton Financial Advisors
Rick Mayo, M.S., CFP®, ChFC®'s role in Fulton Financial Advisors is Managing Director
Rick Mayo, M.S., CFP®, ChFC® works in the industry of Financial Services
Rick Mayo, M.S., CFP®, ChFC®'s colleagues are Peter Reitmeyer,Angie Schadt,Theodore Walden
Rick Mayo, M.S., CFP®, ChFC®'s latest job experience is Managing Director at Fulton Financial Advisors
Rick Mayo, M.S., CFP®, ChFC®'s latest education in Xavier University