Rick Mayo, Wealth Manager at Raymond James Financial

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Virginia Beach, VA
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.

11/05/2026

After years of scarce yields, income is investable again. Learn how bonds are reclaiming their role as both a defensive allocation and a meaningful source of return.

raymondjames.com

11/04/2026

Democrats sweep the midterms to take control of the House and Senate. What could this mean at the state level for planned data center projects? CIO Larry Adam offers insights in today's Up & Adam.

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11/04/2026

Active ETFs are gaining momentum as investors seek greater flexibility in changing market conditions. Explore what's driving their growth and how they may fit into a broader investment strategy:

raymondjames.com

11/03/2026

Oil prices fall as hopes rise for a US-Iran deal, pushing treasury yields toward a two-month low. Meanwhile, Consumer Discretionary stocks rally. CIO Larry Adam digs deeper in today's Up & Adam.

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11/03/2026

As your financial picture evolves, so do the challenges that come with protecting it. Learn why a thoughtful approach to risk management, insurance and wealth planning becomes increasingly important as assets grow:

raymondjames.com

11/03/2026

Despite a scare for markets, our long-term outlook remains constructive. Demand for AI solutions is still accelerating as the focus stays on earnings. CIO Larry Adam digs deeper in today's Up & Adam.

11/02/2026

A 529 plan can be a very helpful saving tool when it comes to planning for education expenses. Understand the basics of 529s and how they can work beyond just college savings.

raymondjames.com

11/02/2026

Not too late.....

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11/01/2026

Even if you're satisfied with your current Medicare coverage, a yearly review can be time well spent. Explore key questions and resources to help you evaluate your options:

raymondjames.com

10/31/2026

The Social Security Administration has announced a 3.6% cost-of-living adjustment for 2027. While the increase may affect monthly benefit amounts, it can also be a useful time to revisit retirement income, spending needs and how Social Security fits into a broader financial plan:

raymondjames.com

Address

4429 Bonney Road, Suite 100
Virginia Beach, VA
23462

Website

http://www.raymondjames.com/rickmayo

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