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.

While the Fed is expected to hold rates steady today, easing oil and inflation pressures shift attention to Warsh's mess...
06/17/2026

While the Fed is expected to hold rates steady today, easing oil and inflation pressures shift attention to Warsh's messaging and how he plans to reshape the Fed. 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.
06/16/2026

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

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Consumer sentiment improved in June, but confidence remains well below levels seen earlier this year. Looking ahead, cor...
06/15/2026

Consumer sentiment improved in June, but confidence remains well below levels seen earlier this year. Looking ahead, corporate earnings reports will shed light on consumer spending. CIO Larry Adam breaks down today's market headlines in Up & Adam.

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Higher energy costs pushed headline inflation higher in May, but core inflation showed more modest increases. CIO Larry ...
06/11/2026

Higher energy costs pushed headline inflation higher in May, but core inflation showed more modest increases. CIO Larry Adam shares insight in today's Up & Adam.

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Despite a recent pullback in technology stocks, broader market participation remains encouraging, with most S&P 500 sect...
06/10/2026

Despite a recent pullback in technology stocks, broader market participation remains encouraging, with most S&P 500 sectors advancing. Combined with resilient consumer spending trends, the backdrop continues to support a positive long term view.

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Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam.
06/09/2026

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

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Job growth surprised to the upside again in May, reinforcing expectations that policy easing may remain on hold. CIO Lar...
06/08/2026

Job growth surprised to the upside again in May, reinforcing expectations that policy easing may remain on hold. CIO Larry Adam shares perspective on today's market-moving headlines in Up & Adam.

amazonaws.com

Gain key insights into the market-moving headlines of the day in CIO Larry Adam's daily publication, Up & Adam.
06/05/2026

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

amazonaws.com

A string of positive economic data has lifted Citi's US Economic Surprise Index to its highest level since October 2023....
06/04/2026

A string of positive economic data has lifted Citi's US Economic Surprise Index to its highest level since October 2023. In today's Up & Adam, CIO Larry Adam provides perspective on this and other developments in tariff policy, private credit and more.

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4429 Bonney Road, Suite 100
Virginia Beach, VA
23462

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