Sign In
Get Clay Free →

Suggestions

    Fred Rickan

    Wealth Advisor - Senior Vice President - Senior Investment Management Consultant with The Rickan Group at Morgan Stanley

    Fred W. Rickan is a senior member of The Rickan Group at Morgan Stanley, overseeing wealth management services in Buffalo, New York. The Rickan Group caters to high net worth and ultra high net worth clients, including business owners, medical professionals, retirees, and athletes. They collaborate with accounting and legal experts to help clients achieve their financial goals. Utilizing an in-house team of specialists, they provide comprehensive wealth planning services. Fred focuses on portfolio analysis, management, asset allocation, fixed income and alternative investments, new issues syndication, lending solutions, corporate retirement plans, and trust services. He is recognized as a Wealth Advisor, Senior Vice President, and Senior Investment Management Consultant within Morgan Stanley Investment Management.

    Fred Rickan
    Add to my network

    Location

    Buffalo-Niagara Falls Area