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.

Job openings rose to the highest level in 17 months. Meanwhile, retailers have reported signs of strain among lower-inco...
06/03/2026

Job openings rose to the highest level in 17 months. Meanwhile, retailers have reported signs of strain among lower-income consumers amid inflation pressures. CIO Larry Adam shares perspective on today's market-moving headlines in Up & Adam.

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Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam.
06/02/2026

Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam.

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This is an imbedded tax loss harvesting strategy without having to liquidate and rebuy indexes... call for more detail.....
05/31/2026

This is an imbedded tax loss harvesting strategy without having to liquidate and rebuy indexes... call for more detail....

raymondjames.com

To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship ...
05/30/2026

To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place. Learn how to protect yourself and your loved ones:

raymondjames.com

Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam.
05/29/2026

Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam.

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You've spent years building your business – planning for what comes next is just as important. A thoughtful succession p...
05/29/2026

You've spent years building your business – planning for what comes next is just as important. A thoughtful succession plan helps protect your legacy, supports your retirement goals and helps ensure continuity, no matter your path forward.
Reach out for a free business valuation

raymondjames.com

As prenuptial agreements are rebranded for the app era, we explore how these often-aligned documents can actually work i...
05/28/2026

As prenuptial agreements are rebranded for the app era, we explore how these often-aligned documents can actually work in favor of the long haul:

raymondjames.com

Consumer spending trends remain mixed as retailers navigate persistent cost of living pressures and elevated fuel prices...
05/28/2026

Consumer spending trends remain mixed as retailers navigate persistent cost of living pressures and elevated fuel prices. CIO Larry Adam shares insight on the latest earnings signals and what they may suggest for demand in the second half of the year.

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Boomers seek stability, Millennials chase innovation. Two distinct styles reshaping markets and driving the cultural for...
05/28/2026

Boomers seek stability, Millennials chase innovation. Two distinct styles reshaping markets and driving the cultural forces behind tomorrow's financial landscape:

raymondjames.com

With tariff refunds underway, some companies are signaling plans to roll back price hikes. Meanwhile, the S&P 500 reache...
05/27/2026

With tariff refunds underway, some companies are signaling plans to roll back price hikes. Meanwhile, the S&P 500 reached another milestone. CIO Larry Adam explains today's market-moving headlines in Up & Adam.

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Address

4429 Bonney Road, Suite 100
Virginia Beach, VA
23462

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