Rick A. Fletcher, CFP®, Executive Vice President, Financial Advisor
Rick is a financial advisor who brings to The Kelly Group more than 25 years of experience in the financial services industry. He is adept at working one-on-one with clients to develop appropriate financial planning strategies that can help achieve their financial and life goals.
Prior to coming to The Kelly Group in 2018, Rick served as Regional Director for Edelman Financial Services and as Vice President, Regional Planning Consultant for Fidelity Investments. He has mentored, trained, and developed more than 100 financial advisors and representatives in the planning areas of retirement, college, wealth accumulation, mortgage, life insurance, disability insurance, long term care, estate, and pension analysis. A prolific speaker, Rick has held educational workshops across the region on such topics as wealth management, estate planning, retirement planning, and market updates.
At Fidelity he was recognized by his approximately 300 peers with the Excellence in Action award, which signifies a commitment to clients and financial planning. He was also a Chairman’s Club member and received the highest customer satisfaction score in the organization. At Edelman, he served as Co-Chair of the Financial Planning Committee (OFOV), which oversaw the financial planning process and investment approach for about 160 financial planners.
Rick is a graduate of York College of Pennsylvania. Rick coached youth baseball and soccer in Harford County for 13 years and served on the boards of the Jarrettsville Rec Council and the Northern Elite Soccer Club in Harford County. He is an avid outdoorsman who enjoys kayaking, hiking and hunting. Born and raised in Harford County, he lives in Jarrettsville with his wife and three children.
Check the background of this investment professional at FINRA’s BrokerCheck.