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.

10/29/2026

After the Fed decides to hold interest rates steady, markets will digest the latest GDP numbers and Tech earnings. CIO Larry Adam has the latest insights in today's Up & Adam.

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10/29/2026

To help create an effective retirement income plan, you should know these six things about Social Security survivor benefits:

raymondjames.com

10/28/2026

Despite cost pressures, consumer confidence has rebounded and people are still spending on cruises and flights. Plus, we'll lay out what we expect at today's FOMC meeting. CIO Larry Adam has more in today's Up & Adam.

amazonaws.com

10/28/2026

mcleanam.com

10/27/2026

Nearly 100 years later, what lessons does the 1929 stock market crash teach modern investors? Plus, will growth stocks regain ground as hyperscalers report earnings? CIO Larry Adam has answers in today's Up & Adam.

amazonaws.com

10/27/2026

While the name may sound counterintuitive, intentionally defective grantor trusts can be effective preservation and tax-efficiency tools. Here, we cover their basics:

raymondjames.com

10/27/2026

It sound counterintuitive, but a $0 tax bill may be too much of a good thing. Call for a free 1040 review

retirementresearcher.com

10/26/2026

Three mega-cap Tech companies will be the focus of this week's earnings, but we will be looking beyond the numbers to the guidance. CIO Larry Adam offers more insights in today's Up & Adam.

amazonaws.com

10/26/2026

Never too soon to make wishes known and "get your house in order"

kiplinger.com

10/25/2026

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Address

4429 Bonney Road, Suite 100
Virginia Beach, VA
23462

Website

http://www.raymondjames.com/rickmayo

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