Rick Skelly, AIF

Rick Skelly, AIF

Client Service Executive

Rick is an Accredited Investment Fiduciary. Prior to joining Marsh & McLennan Agency, Rick worked with Bill Peartree for over five years at Corporate Benefit Solutions and made the transition to Marsh & McLennan Agency with Bill in January 2002. Prior to Corporate Benefit Solutions, Rick worked at Salomon Smith Barney as a Service Assistant from 1994 to 1996. Rick holds series 7, 65 and 63 securities registrations (Securities licensed with MMA Securities LLC, Member FINRA/SIPC), and Life & Variable contract license with California Department of Insurance.

Rick Skelly is a Registered Assistant with MMA Securities LLC.

Phone 858-550-4977