Rick Condit
Senior Financial Advisor
NMLS #1783892
157 Church Street
New Haven, CT 06510
203.789.2367
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.


I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Additional Resources
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.
Virginia Dobbs
Wealth Management Lending Officer
NMLS #167942
Sedina Dedovic
Wealth Management Banking Specialist
David W. Waldo
Employee Benefits Specialist
Tuesday, November 21st 2023| 11:30 AM EST
The Role of Fixed Income Investing

You're invited to a Virtual Seminar: The Role of Fixed Income Investments.

Join us for a discussion about fixed income investing where we will:

  • Discuss the role of fixed income as part of a well-diversified strategy
  • Share the Chief Investment Office's current outlook on fixed income markets
  • Review the wide range of ways you can invest in fixed income
  • Share ways we can work together to implement a disciplined investment approach

Hosted By:

Rick Condit, Financial Advisor, Senior Portfolio Advisor

John DeLeo, CPFA®, Financial Advisor

Wednesday, March 27th 2024| 6:30 PM EST
Taking Control of Your Retirement

Come join us on March 27th at 6:30pm EST and take control of your retirement! We will discuss the complexities of retirement income along with longevity risk, inflation risk, sequence of return risk. We will share some appropriate potential solutions to fund a retirement income gap.

Presented By:
John DeLeo, CPFA, Vice President, Wealth Management Advisor
Rick Condit, Financial Advisor, Senior Portfolio Advisor

Thursday, April 4th 2024| 6:30 PM
Taking Control of your Retirement

Come join us on April 4th at 6:30pm EST and take control of your retirement! We will discuss the complexities of retirement income along with longevity risk, inflation risk, sequence of return risk. We will share some appropriate potential solutions to fund a retirement income gap.

Presented By:
John DeLeo, CPFA, Vice President, Wealth Management Advisor
Rick Condit, Financial Advisor, Senior Portfolio Advisor

About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Frederick Condit is registered to do business in AL, AZ, CA, CO, CT, DC, FL, ID, IL, IN, MA, MD, MI, NC, NM, NY, OK, PA, RI, SC, TN, TX, VA, WA.