Rick Morales
Associate Wealth
Management Advisor
rmorales@atlaspwm.com
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.