Ricardo Baptiste, CFP® President, Wealth Investment Group Private Wealth Advisor, RJFS

Ricardo Baptiste is a private wealth advisor with more than 26 years of financial industry experience. He holds the professional designation of Certified Financial Planner™ professional, one of the most respected financial planning credentials and the recognized standard of excellence in personal financial planning.

Ricardo provides the high-touch service of an investment boutique, backed by the power of a large, resource-rich global firm, as President of Wealth Investment Group where he leads an independent financial planning branch of Raymond James since October 2020. By listening and giving his clients all the time they need to express their financial goals, Ricardo then crafts a customized strategy for each client, offers comprehensive financial advice, and provides a broad range of solutions to help them and their loved ones pursue their financial goals now and for the future.

In his role, Ricardo is also an Office of Supervisory Jurisdiction (OSJ) Branch Manager ensuring compliance with financial industry standards for his branch and the firm. He is proud to lead a branch where services are grounded on putting clients’ best interests first. At Raymond James, Ricardo has attained Executive Council Status in recognition of his Dedication and Service to Clients and High Levels of Professional Performance.

Before transitioning to Raymond James, Ricardo joined Ameriprise Financial in 1997 as an Independent Franchise Financial Advisor for 4 years, then as OSJ Branch Manager for 8 years having supervisory responsibilities for Advisors and responsible for ensuring compliance with financial industry regulations and Ameriprise standards, and the last 15 years as a Private Wealth Advisor where he was recognized as part of Ameriprise Circle of Success for nine years for Achieving a Prestigious Level of Performance and Setting the Standard of Excellence in the areas of Client Service, Professional Commitment and Corporate Values.

Ricardo is a Florida resident and graduated summa cum laude from Florida Atlantic University in1995 with a Bachelor of Science degree in finance. He is a lifetime member of the Honor Society of Phi Kappa Phi.

Ricardo resides in Fort Lauderdale, where he continues to volunteer as a financial advisor at community workshops and also serves as a volunteer for Feeding America.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.