Broker Check
Rick Rhodes CPA, CFP®,CDFA™

Rick Rhodes CPA, CFP®,CDFA™

Rick began his financial career as an advisor with CitiGroup/Smith Barney, transitioning to Morgan Stanley/Smith Barney before eventually joining Raymond James Financial Services in July 2010, where he was a financial advisor for over a decade.

Rick graduated from Stetson University with a Masters of Accountancy in 2020, where he was both Beta Gamma Sigma and Student of the Year. Prior to Stetson, he completed his Bachelor of Business Administration with a Major in Accounting at Florida Atlantic University..

In addition to being a Certified Public Accountant (CPA), Rick is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and maintains the Certified Plan Fiduciary Analyst designation established by the National Association of Plan Administrators (NAPA). He is also a Certified Divorce Financial Analyst (CDFA®).

Rick’s professional licensing include the Series 66 license and insurance licensing from the State of Florida.

Rick is a lifetime resident of West Palm Beach, Florida and has three adult children and two grandchildren that live nearby. His interests include hydroponic gardening and travelling with his wife, Tami, when time allows.