Ricky Walsh

Vice President, Financial Consultant

Ricky Walsh, CFP®, is the Vice President and Financial Consultant at Fidelity Investments, where they engage with high net-worth clients to develop customized financial strategies. Previously, Ricky served as Branch Manager at TD Ameritrade, focusing on client relationships and team productivity, and held various leadership roles at Merrill Edge that drove significant growth in assets and client satisfaction. Ricky began their career as a Financial Representative Intern at Northwestern Mutual and gained further experience at firms like Scottrade and Charles Schwab. Currently, Ricky is pursuing a Bachelor of Arts in Interdisciplinary Studies with a business emphasis at Arizona State University.

Location

Tempe, United States


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