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Rick Morales

Financial Planning Analyst

Rick is a Financial Planning Analyst at Atlas Private Wealth Management. Prior to joining Atlas, Rick worked for Ayco, a Goldman Sachs company. With a focus on mutual funds, he processed trades for clients and facilitated in various cashiering requests for their accounts.

Rick is currently involved in a variety of ongoing Atlas projects. He prepares financial planning reviews, makes retirement projections, conducts investment research, and provides operational support.

Rick received his Bachelor of Science in finance from Siena College and his MBA from The College of Saint Rose. Rick is currently working toward his CERTIFIED FINANCIAL PLANNERTM certification.

Rick lives in Saratoga Springs, New York, where he enjoys being outdoors and he plays in various athletic leagues during his free time.

800-432-7447 ext. 128