Rick A. Fuchs, CIMA®
Managing Director, Financial Advisor
Rick is the founder and leader of PRAETORIAN Private Wealth Powered by LPL Financial.
He develops highly customized financial strategies for ultra-high-net-worth families and has particular depth in investment management, traditional and alternative asset allocation, concentrated stock strategies, and liability management. His experience includes taxable, tax-deferred, and tax-exempt portfolios, along with wealth transfer strategies such as charitable remainder trusts and irrevocable life insurance trusts. Rick regularly works on behalf of senior executives at public companies to design and implement 10b5-1 plans and other restricted stock strategies.
Previously, Rick was an elite Private Wealth Financial Advisor and Investment Officer at Wells Fargo Private Bank in Austin, Texas. He also worked in the Private Banking and Investment Group at Merrill Lynch for more than a decade and was a Senior Financial Advisor at Bernstein Investment Research and Management in Dallas, New York, and Los Angeles. Rick earned his BBA in Accounting from Texas A&M University in 1987, and Certified Investment Management Analyst (CIMA®) designation from the Wharton School in 2004. He is also a member of the Financial Planning Association.
Rick has been a resident of Dripping Springs, Texas, for more than 20 years, and is an active supporter of Disability Resources, Inc. in Abilene, Texas. Outside of the office he enjoys a variety of outdoor pursuits and travels extensively with his fiancée, Lou Ann.