Rick Mayo, M.S., CFP®, ChFC®
Managing Director@ Fulton Financial Advisors
Virginia Beach, Virginia, United States
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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

@raymondjames.ca
@raymondjames.com
@fultonbank.com
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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"

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Work Experience

US

Financial Services

126
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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.
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Education

Xavier University
Xavier University

Economics,

Business Administration,

Bachelors,

Bachelor Of Science

315532800-410227200
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