Rick Condit
Financial Advisor | Senior Portfolio Advisor | I help executives and business owners simplify their financial futures.
- Role
- Senior Financial Advisor at Merrill Lynch
- Location
- New Haven County, CT, US
- LinkedIn followers
- 500 followers
About Rick Condit
I focus on equity compensation plans for corporate executives, leveraging complex tax minimization strategies for concentrated stock positions. I provide customized planning strategies, college savings strategies, and family wealth management strategies, taking a comprehensive approach that considers my clients specific needs and risk tolerance. I am an avid skier and boater. If I\'m not on the water or the slopes, you\'ll find me in the kitchen or behind the grill cooking for my friends and family. I also enjoy attending concerts and DJing. I live in Seymour CT, with my fiancé and our four cats. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies
Experience
Senior Financial Advisor
Jul 2018 — Present
Education
Suffolk University
Bachelor's Degree
2009 — 2012
Skills
- Market Research
- Microsoft Word
- Advertising
- Social Media Marketing
- Customer Service
- Coaching
- Marketing
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