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Rick Morales

Associate Wealth Management Advisor

rmorales@atlaspwm.com

800-432-7447 ext. 128

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Rick is an Associate Wealth Management Advisor with Atlas Private Wealth Management. In his role, he prepares and delivers financial planning guidance to support clients’ future goals, by understanding their unique financial landscapes.

Prior to joining Atlas, Rick worked for Ayco, a Goldman Sachs Company. While there, Rick’s primary responsibility was focused on mutual funds, where he processed trades for clients. Additionally, he facilitated various operational transactions to meet their account servicing needs.

Originally from South Florida, Rick relocated to the Capital Region to attend Siena College where he earned his Bachelor of Science in Finance. He then earned his MBA from The College of Saint Rose. Rick is currently working toward his CERTIFIED FINANCIAL PLANNER™ certification..

Rick lives in Saratoga Springs, New York, where he enjoys hiking, skiing, & playing golf.

 

CFP®– Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.