Rick Beebe

Senior Wealth Advisor, Managing Director

Naples, FL


Work Experience

  • Works with individuals, foundations, families, and their businesses to help establish, execute, and monitor investment strategies and financial plans
  • Has a diverse background in investment research, portfolio management, financial modeling, and financial analysis
  • Served as a Senior Vice President for MWM Investment Management
  • Started his career at ICC Capital Management, becoming the firm’s Head of Institutional Trading and Operations


Life Outside of MAI 

  • Student Mentor for the UCF College of Business
  • President of his church’s Pastoral Council
  • Elected member of the Student Advisory Council for Collier County Public Schools
  • Continues to serve as coach for several community youth sports leagues



  • University of Central Florida, BSBA and MBA
  • Graduate of the Leadership Program of the West Orange Chamber of Commerce

We look forward to learning about your financial goals.