Meet Your Team

Behind every great firm are outstanding individuals.  The team at Atlas is made up of a dynamic group of individuals – each with their own unique story and journey. We believe in celebrating and fostering the diverse and rich set of interests and skills of our team members so that collectively, we can bring that same commitment to our clients as they pursue their goals and passions.

Meet the professionals of Atlas Private Wealth Management.

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Rick Morales

Associate Wealth
Management Advisor

800-432-7447 ext. 128

Schedule a Call with Rick


Rick is an Associate Wealth Management Advisor at 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 returned to Southern Florida in 2021, where he enjoys hiking and playing golf.


CFP®- Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.