Rick Streett
I believe financial planning begins with understanding what matters most to you. Taking the time to listen and learn about your goals, priorities, and concerns allows me to provide personalized guidance designed to help you feel informed and prepared when making important financial decisions.
My primary focus is retirement planning, along with helping individuals and families address other important priorities, such as saving for a college education and preparing for healthcare costs. My goal is to help you understand how these different pieces of your financial life fit together so the decisions you make today remain connected to what you hope to accomplish in the future.
I joined Merrill Lynch Wealth Management in 2023 after earning my Bachelor of Science in Business Administration from Coastal Carolina University. As a Frederick, Maryland native, staying connected to my community is important to me. In my free time, I coach baseball at my former high school and enjoy challenging myself in local 5Ks, 10Ks, and half-marathons.
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.
