Rick Wallace

Financial Planner,

My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business

Together, my team and I will make sure your financial strategy is custom designed to help achieve your unique financial goals. We specialize in preparing for your Investment, Retirement and Insurance needs.

For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

About Rick

Rick has been serving clients in the Tampa Bay area since 1986. He earned a Bachelor of Science degree in accounting at the Virginia Polytechnic Institute and State University, Blacksburg, VA.

Rick lives in Trinity, FL with his wife, Susan. As a Floridian, he enjoys Tampa Bay and its people. He is an avid fan of watching sports with a passion for playing golf and traveling.

I'm Most Proud Of: Being a qualifying and life member of the Million Dollar Round Table, (MDRT) with several Court and Top of the Table qualifications. Prudential's Chairman's Council awards.

Presidents Council

 Solutions

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Living in Retirement

Discover how our annuity options can help you create income for retirement and may be right for your personal financial needs. A Traditional or Roth IRA can also be an option to help you save for the future with either tax-free growth or on a tax-deferred basis.

Protecting Your Family and Greatest Assets

Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.

Saving for Retirement

Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.

Meet Our Professional Team

The Prudential Difference

Get an Auto or Home Quote

    • Property & Casualty: FL
    • Variable Annuities: AK, FL, GA, KS, NC, NJ, NV, NY, PA, RI, TX, VA, WI
    • Securities License: FL, NC, NJ, RI
    • Variable Life Insurance: AK, FL, GA, KS, NC, NJ, NV, NY, PA, RI, VA, WI( TX License #1389642)
    • Fixed Annuities: AK, FL, GA, KS, NC, NJ, NV, NY, PA, RI, VA, WI( TX License #1389642)
    • Life Insurance: AK, FL, GA, KS, NC, NJ, NV, NY, PA, RI, VA, WI( TX License #1389642)

Rick Wallace is associated with the Greater Florida Financial Grp Office, 3030 N Rocky Point Drive W, Suite 460, Tampa, FL, 33607-7203, Managing Director: Michael Thomas, Phone: 813-287-1726. Rick Wallace offers financial planning and investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Rick Wallace offers insurance and securities products and services as a registered representative of Pruco and an agent of issuing insurance companies.  1-800-778-2255. NY Coronavirus Information for Consumers (New York residents only.)Opens in a new window For information on fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.  For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

Check the background of this investment professional on FINRA’s BrokerCheck.