Rick Simonetti Email & Phone Number
CEO and Head of Wealth Planning @ Fidelis Capital Partners
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Rick Simonetti Location
- Tampa, FL, US
Rick Simonetti Work
- 2022 -now CEO and Head of Wealth Planning @
- 2024 -now Advisory Board Member @
- 2021 -2022 Chief Strategy Officer @
- 2021 -2021 Wealth Planning and Client Experience Consultant @
- 2020 -2021 Senior Managing Director @
- 2019 -2020 Head of Wealth Planning @
- 2012 -2020 Regional Managing Director @
- 1999 -2012 Senior Director of Planning @
- 1988 -1999 Senior Tax Manager @
Rick Simonetti Education
- The Ohio State University - The Max M. Fisher College of Business
Bachelor of Science (B.S.) (Accounting)
1983-1988
Rick Simonetti Skills
- Project Management
- Collaborative Leadership
- Cross-team Collaboration
- Interdisciplinary Collaboration
- Cross-functional Collaborations
- Communication
- Presentation Development
- Consensus Building
- Wealth Management
- Strategic Financial Planning
- Retirement Planning
- Banking
- Financial Planning
- Estate Planning
- Financial Services
- Investments
- Investment Advisory
- Portfolio Management
- Asset Management
- Financial Advisory
- Risk Management
- Financial Planners
- Tax
- Loans
- Alternative Investments
- Series 7
- Succession Planning
- Mergers & Acquisitions
- Mergers
- Business Planning
- Insurance Planning
- Philanthropy
- Change Management
- Team Building
- Relationship Management
- Leadership Development
- High Net Worth Individuals
- Wealth Management Services
- Wealth
Rick Simonetti Summary
- Rick Simonetti, based in Tampa, FL, US, is currently a CEO and Head of Wealth Planning at Fidelis Capital Partners. Rick Simonetti brings experience from previous roles at Forbes Advisor, Private Wealth Asset Management, Fifth Third Private Bank and Wells Fargo. Rick Simonetti holds a 1983 - 1988 Bachelor of Science (B.S.) in Accounting @ The Ohio State University - The Max M. Fisher College of Business. With a robust skill set that includes Project Management, Collaborative Leadership, Cross-team Collaboration, Interdisciplinary Collaboration, Cross-functional Collaborations and more. Rick Simonetti has 7 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Rick Simonetti?
Find contact details for 700 million professionals.
Top Fidelis Capital Partners Employees
Ashley Connor
Client Service Associate
United States
Michael Sellers
Partner, Portfolio Manager
Bethesda, MD, US
Aaron Wall
Partner, Portfolio Manager
Washington, DC, US
Joe Diffley
Investment Specialist
Tampa, FL, US
Johnathan Butler
Trust Specialist, Relationship Manager
Tampa, FL, US
Christopher Tate
Partner, Wealth Strategist
Middleburg, VA, US
Neale Ellis
Founding Partner, Co-Chief Investment Officer
Dallas, TX, US
Paul Trippe
Partner
South Carolina, United States
Libby Lohmeier
Investment Specialist, Relationship Manager
Dallas, TX, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co