Richard Fitzsimmons
Vice President, Senior Financial Advisor
2504 Highway 35 North
Manasquan, NJ 08736
732.528.2717
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My planning approach is to work together with you to create a personalized financial strategy designed to help you pursue your goals.
Profile

The Fitzsimmons Group helps families, high net worth individuals, and business owners implement custom strategies through investments, planning, and maintaining a disciplined investment process. Whether you are welcoming a new addition to the family, sending children to college, planning for retirement, or leaving a legacy, the team team provide a wide range of financial capabilities leading clients up to, through, and beyond life’s toughest hurdles.

In addition to providing traditional advice and guidance, The Fitzsimmons Group has personalized and defined strategies which may incorporate individual stocks and bonds, Merrill model portfolios, third party managers, or alternative investments.

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 Portfolio Manager who help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. 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 the Membership Chairman. He lives in Brielle with his wife, Priscilla, and three children Chase, Jack, and Richard J Fitzsimmons. Richard enjoys practicing yoga and received his teaching certification in 2019.
 
Richard Junior attended his high school years at The Loomis Chaffee School in Windsor, Connecticut. He graduated with honors from Wagner College in New York where he earned a Bachelor’s degree in business finance. At Wagner, Richard was inducted to Delta Mu Delta, a business honor society that recognizes and encourages academic excellence of students at universities around the country. Growing up at the Jersey Shore, he finds a deep admiration for the ocean along with golf, tennis, squash, and paddle. Richard is a scratch golfer and former NJCAA national tennis champion for both singles and doubles.
 

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
About Me
Welcome

One of the reasons I chose to become a Merrill Financial Advisor was watching my father help his clients build wealth up to and throughout retirement. I want to help you understand planning for your wealth, as well as the challenges and possibilities presented by the markets, and the impact this greater understanding can have on your full financial life.

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.
Shannon Israel
Wealth Management Banking Specialist
Kevin Engelstad
Retirement Specialist
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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Richard Fitzsimmons is registered to do business in AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, KS, MA, MD, ME, MI, MT, NC, NH, NJ, NY, PA, SC, VA, VT, WA, WI, WY.