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Rick Mayo, CFP®

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Rick Mayo
CERTIFIED FINANCIAL PLANNER™ Practitioner
Branch Manager
rick.mayo@raymondjames.com

Previous positions held:
I specialize in the development and implementation of written financial
plans. Initially, I interview the client for 30 to 45 minutes to discuss
goals, time horizon and investment experience, as well as to gather
information for a “financial X-ray.” From this data gathering, I
construct a plan that addresses six areas of financial planning.




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Rick Mayo
CERTIFIED FINANCIAL PLANNER™ Practitioner
Branch Manager

607 Lynnhaven Parkway
Suite 102
Virginia Beach, VA 23452
Phone: 757-463-8886
Fax: 757-463-8837
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