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.
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Associate Wealth
Management Advisor
800-432-7447 ext. 128
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.
We will be covering key points as to how women can take charge and invest in retirement, education, and development of their overall wealth.
Recent legislation has significantly changed the landscape of retirement planning. This presentation will review potential impacts and benefits to consider from these new provisions.
The Tax Cuts and Jobs Act has created a host of opportunities for tax savings. This presentation will review concepts to help you maximize the opportunities under the current tax laws.
This presentation will give you an overview of year-end tax planning considerations and address questions you may have regarding new tax laws.
Register now for our webinar and learn how to finance a child’s college experience in an efficient manner that won’t jeopardize your retirement.
Join us for a one-hour seminar covering common mistakes to avoid and simple strategies to leverage as you enter retirement.
Join Brendan Walsh as he shares strategies to help minimize your 2017 tax liability.
We will be covering key points from the tax reform law and its implications for individual investors and business owners.
