Rick Walesch
Rick Walesch, CRPC™, AAMS™
Assistant Vice President
Senior Financial Advisor
Rick is a Senior Financial Advisor with Merrill based here in Stuart, FL.
Rick began his career in the financial service industry 1997 with Smith Barney and transitioned to Merrill in 2009. Rick earned the CRPC™, Chartered Retirement Planning Counselor™ and the AAMS™, Accredited Asset Management Specialist™ designations, both of which are registered service marks of the College for Financial Planning Institutes Corp. Originally from Milford, CT., Rick, and his wife Amy along with his two children, Karlee and Ricky reside in Jupiter. Together they are members of Jupiter First Church. When Rick has free time, together they enjoy fishing, boating, and spending time with family and friends.
Rick focuses on developing customized financial strategies for individuals, families, and business owners. Together, Rick works closely with you to understand your goals, and then agree upon next steps so you have a caring, knowledgeable advisor who can help you address your unique financial goals. You may be concerned with wealth preservation and growth, or leaving a legacy to your family, a charity, or a cause. Whatever your personal goals may be, Rick will work with you to develop a personalized plan designed to help you pursue what’s most important to you.
Rick has over 28 years of experience and he is committed to personalized service. Rick would love the chance to meet and learn more about how he can help you pursue your financial goals.
Please feel free to reach out at your convenience 772-223-6719 or Richard_Walesch@ML.com. Whether you have questions or would like to schedule a no-obligation consultation, he is here to help.
Warm Regards,
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.
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.
