Rick Adrian Financial Advisor at Raymond James

General information

Full-Service to clients is Rick Adrian’s professional trademark. He is dedicated to assisting his clients in meeting their financial needs. Rick's integrity, hard work, and a willingness to listen help him build strong, lasting partnerships. He believes in a hands-on approach, meeting with clients regularly to ensure that their investments remain suitable for their objectives, especially through changing personal or market conditions.

Offering a wide range of investment services, Rick is committed to helping you achieve your financial goals. Personalized service is what sets Rick apart from others in the industry. Rick works with clients to design investment portfolios to meet their individual financial needs. Whether you need retirement and tax saving strategies, wealth protection, charitable donation plans, or asset management, he will put you - and your needs – first.

Rick has worked in the financial services industry for 22 years and has recently joined the Raymond James team as a Financial Advisor. He holds a Canadian Investment Manager (CIM) designation, bringing unique expertise as a trusted professional who specializes in portfolio management.