Blake A. Rickan
Associate Vice President I Financial Advisor with The Rickan Group at Morgan Stanley
- Role
- Financial Advisor at Morgan Stanley
- Location
- Buffalo, NY, US
- LinkedIn followers
- 500 followers
About Blake A. Rickan
Our family team\'s goal is to help provide successful families and businesses with tailored strategies that utilize the full resources of our global firm. We work with you to help create comprehensive wealth management strategies that aim to support the life you want to live, and the legacy you want to leave. Areas of focus include-Family Wealth Planning -Family Education Planning -Multi-Generational Planning -Sustainable Investing -Retirement Planning Strategies The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
Experience
Financial Advisor
Jan 2019 — Present · Williamsville, NY, US
Areas of focus include-Family Wealth Planning-Family Education -Multi-Generational Planning-Sustainable Investing-Retirement PlanningDisclaimers:\"© 2024 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy. MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor\'s past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/the-rickan-group. The information or content is for US residents only and subject to the following disclosures: investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor\'s individual circumstances and objectives.NMLS#:18•••43
Education
Canisius College
Bachelor's Degree
2014 — 2018
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