Rick Sanchez, Executive, Wealth Management

07/27/2023

07/05/2023

Un día cómo hoy. The view from my cubicle in Sarasota July 2012. I reported to duty for my first internship in college at Merrill Lynch. I packed boxes in a full suit. Loved every minute of it—and still do!! Still helping my clients and changing their lives!!! 🙌🙌🙌🙌

04/06/2023

Planning and growing. Sold out crowd in Davie at my financial planning seminar. It was so much fun to help my friends and clients learn about investment and tax planning.

03/07/2023

La comunidad hispana necesita, ahora más que nunca, ayuda para planificar un futuro seguro e independiente.

11/14/2022

After 4 months of shopping 401k plans and shopping for Third Party Administrators and mountains of paperwork and fine print…I have decided to hire Fidelity as the record keeper to my 401k plan. It can be much more complex and overwhelming when you’re running a self employed plan and a DB plan. I looked at Human Interest and Invesco and landed here. This was something I couldn’t offer as an option to my clients at Edward Jones. Ultimately a lower cost and better service—while I can still hire a third party advisor or do the work myself. Looking forward to finishing 2022 strong 💪

11/11/2022

Miami got it wrong this time.

10/12/2022

09/27/2022

Wishing our Jewish brothers and sisters a sweet and blessed New Year! 🧡

09/16/2022

Why do you not have a Will or Trust? Regardless of income or marital status, or how many kids (dogs too) you have, you need a will! I have been learning so much this week and I can’t wait to work closer with YOU!

09/08/2022

At times I do actually have to stop and take that photo. Back to back meetings today are the way that I prefer to keep my schedule.