Richard Fitzsimmons is a Senior Vice President and Wealth Management Advisor who joined Merrill Lynch Wealth Management in 1984. Richard graduated from Villanova University with a Bachelor of Science in Business Administration and is a CERTIFIED FINANCIAL PLANNER^™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Richard is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the Firm’s Investment Advisory Program, a qualified Portfolio Manager may manage his strategies on a discretionary basis. Richard is a former two term Councilman for the Boro of Manasquan and past Council President. He served on the Board of Trustees at Manasquan River Golf Club as Membership Chairman. He lives in Brielle with his wife, Priscilla, and three children Chase, Jack, and Richard J Fitzsimmons.
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.