Rick Mayo, Wealth Manager at Raymond James Financial

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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.

With two weeks until the midterm elections, key Senate contests remain tight. Plus, with small cap stocks in a correctio...
10/20/2026

With two weeks until the midterm elections, key Senate contests remain tight. Plus, with small cap stocks in a correction, is it time to step in? CIO Larry Adam offers insights in today's Up & Adam.

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For many first-time buyers, preparing for homeownership starts well before house hunting. Find out what to consider as y...
10/20/2026

For many first-time buyers, preparing for homeownership starts well before house hunting. Find out what to consider as you assess your finances, priorities and readiness for this important purchase:
https://www.raymondjamesconnect.com/aC8ihi

Inflation pressures are broadening as the federal budget deficit surges to a post-COVID high. Plus a preview of this wee...
10/19/2026

Inflation pressures are broadening as the federal budget deficit surges to a post-COVID high. Plus a preview of this week's earnings reports from CIO Larry Adam.

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Retirement brings exciting changes, and your financial plan should evolve just as your life does. Review these tips for ...
10/19/2026

Retirement brings exciting changes, and your financial plan should evolve just as your life does. Review these tips for some things you can do to make the most out of your retirement:

raymondjames.com

Did you know you can use life insurance in strategic business planning? Here are some use cases for savvy entrepreneurs:
10/16/2026

Did you know you can use life insurance in strategic business planning? Here are some use cases for savvy entrepreneurs:

raymondjames.com

Producer prices surge as inflation pressures broaden. Meanwhile, Fed Chair Warsh does not give any hint on October rate ...
10/16/2026

Producer prices surge as inflation pressures broaden. Meanwhile, Fed Chair Warsh does not give any hint on October rate decision, which markets interpret as support for a pause. CIO Larry Adam digs deeper in today's Up & Adam.

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As inflation pressures broaden, markets are pricing in the possibility of a Fed rate hike this month. Plus, Social Secur...
10/15/2026

As inflation pressures broaden, markets are pricing in the possibility of a Fed rate hike this month. Plus, Social Security reveals its new cost of living increase. CIO Larry Adam digs deeper in today's Up & Adam.

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Have your CFP Professional "referee" these meetings
10/14/2026

Have your CFP Professional "referee" these meetings

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The midterm elections are just around the corner. How does RJ's in-house forecast stack up to the betting markets? Plus,...
10/13/2026

The midterm elections are just around the corner. How does RJ's in-house forecast stack up to the betting markets? Plus, there are signs that the consumer is still spending despite high gas prices. CIO Larry Adam takes a closer look in today's Up & Adam.

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4429 Bonney Road, Suite 100
Virginia Beach, VA
23462

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