Rick was born and raised in Illinois and currently resides in Clayton, Missouri, with his two sons, Luke and Drake. He is a registered representative through Royal Alliance Associates, Inc. and a member of the FINRA/SIPC.
Militello Wealth Management, LLC, affiliated with Focus Financial in 2008.
As a registered investment advisor, Rick pulls from more than 20 years of experience in the financial services industry. He holds a Bachelor of Science degree and Masters of Arts degree with a specialization in Organizational Development from Southern Illinois University Edwardsville. He began his career in 1990 with a local financial planning firm, later served as an independent financial planner and since 2002, has managed his own firm to help clients to meet their specific financial planning needs. He is one of the few members of the Royal Court, an honor given to top producers at Royal Alliance Associates, Inc.
Militello Wealth Management’s advisors offer a wide range of financial products; securities through Royal Alliance Associates, Inc., member FINRA/SIPC, and separately, fee-based wealth planning. Militello Wealth Management is committed to providing clients with outstanding service and an individualized approach to financial planning.
Rick’s passion for the financial services industry was apparent even as an adolescent. “I owned Disney stock and was always intrigued with the profession,” he said. His passion continues at Militello Wealth Management. “Our mission is to provide financial advice and implement solutions that meet the specific needs and objectives of our clients,” Rick said.
Rick and his team specialize in working with individuals and local businesses, helping them with investment services, financial planning, estate planning and employee retirement plans. He meets with his clients to review their current financial situation, discussing long- and short-term goals.
An active member of the Clayton community, Rick has joined the Clayton Chamber of Commerce. In addition, he has served as the vice president of the Friends of Southern Illinois University at Edwardsville Wrestling program, sponsored alumni golf tournaments and worked with the university’s foundation to match donors for the wrestling team. He has been a member of Veiled Prophet since 2008.
Rick is one of the original investors of the Redi Shades temporary blind company and Avair, LLC. He has also partnered to develop a 60-acre home site and commercial development in Glen Carbon, Illinois.
- 2008, 2009, 2010, 2011 & 2012 Royal Court Recognition*, Royal Alliance Associates, Inc.
- Registered Investment Advisor (RIA), Independent RIA
- Series 6, Series 63, Series 65
- Securities Registered in CA, CO, FL, GA, IL, KY, MN, MO, NC, NJ, SC, TX, & VA.