Rick Mayo, Wealth Manager at Raymond James Financial

Rick Mayo, Wealth Manager at Raymond James Financial My Mission is to provide high standards of financial advice, efficienct communication, high end rese

I'm the son of a Watchmaker and Beautician, with an 8th grade education between them, raised in Hampton Roads Virginia. The Mayo's are a family of preachers, ministers and missionaries from Northeast North Carolina. You might say that service, outreach and finding answers is in my blood. For 41 years, and 30 years with Raymond James Financial Services, the constant in my practice is my systematic

approach to solving planning problems while integrating forward thinking solutions into my clients financial life. My mission continues to be reliability, high standards, efficiency and innovation in the prosecution of my clients financial plan. I have helped up to 4 generations of clients plan and meet their retirement and education goals throughout the years. Let me bring this experience, competence and diligence to your planning strategy. "You can't help anybody, until you love everybody" - "Jerry Maguire"

"Nobody cares how much you know until they know how much you care." -Theodore Roosevelt

"I help clients plan for retirement, where being retired is affordable and work is optional" - Rick Mayo

"Superior Service has an ease about, an invisible quality. It is most conspicuous in its absence"

After 41 years in practice, and 30 years with Raymond James Financial Services, the saying, “constant is change” in financial planning is accurate for my career. The constant is my systematic approach to stay current with new tax and retirement laws and use technology to solve financial problems for my clients in the face of the uncertain. My journey in the industry entering my 4th decade has allowed me to expand personally and help others in pursuit of their goals. Initial consultations can be done in person or virtually with no cost or obligation.

Fed speakers offer insights into the potential path forward for interest rates. Plus, the Trump Administration announces...
09/03/2026

Fed speakers offer insights into the potential path forward for interest rates. Plus, the Trump Administration announces new tariffs on semiconductors. CIO Larry Adam provides insights in today's Up & Adam.

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A high income option
09/03/2026

A high income option

raymondjames.com

US manufacturing is extending its expansion streak as labor numbers appear to be stabilizing. CIO Larry Adam digs deeper...
09/02/2026

US manufacturing is extending its expansion streak as labor numbers appear to be stabilizing. CIO Larry Adam digs deeper in today's Up & Adam.

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Today's ISM Manufacturing PMI will provide a broader read on nationwide factory activity. Plus, with the US-Iran conflic...
09/01/2026

Today's ISM Manufacturing PMI will provide a broader read on nationwide factory activity. Plus, with the US-Iran conflict once again heating up, oil prices are pressuring the 10-year Treasury. CIO Larry Adam digs deeper in today's Up & Adam.

amazonaws.com

Maximize your pension as a business owner
09/01/2026

Maximize your pension as a business owner

raymondjames.com

Beware the "dominoes" of excessive RMD
08/31/2026

Beware the "dominoes" of excessive RMD

kiplinger.com

Labor data will be in the spotlight this week, with JOLTS on deck tomorrow and the key August employment report on Frida...
08/31/2026

Labor data will be in the spotlight this week, with JOLTS on deck tomorrow and the key August employment report on Friday. Chief Investment Officer Larry Adam provides perspective in today's Up & Adam.

amazonaws.com

Not just an area in Virginia where I grew up......It's a "best place to live" in Florida.
08/29/2026

Not just an area in Virginia where I grew up......It's a "best place to live" in Florida.

travelandleisure.com

08/28/2026

kiplinger.com

All eyes will be on Fed Chair Kevin Warsh for his speech at Jackson Hole this morning. Plus, signs of consumer resilienc...
08/28/2026

All eyes will be on Fed Chair Kevin Warsh for his speech at Jackson Hole this morning. Plus, signs of consumer resilience come through in credit card data. CIO Larry Adam provides insights in today's Up & Adam.

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4429 Bonney Road, Suite 100
Virginia Beach, VA
23462

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