Contact
33+
Years of
Experience
Rick Simonetti
team page

Rick Simonetti

Founding Partner, CEO & Head of Wealth Planning

Tampa, Florida

Rick Simonetti linkedin page

813-934-6229

Responsibility

Rick is one of the foremost experts in the industry on integrating wealth planning, family dynamics, and tax management into financial decisions and advice. He brings this experience to bear for the clients of Fidelis, providing greater confidence in the decisions we make together – and a greater likelihood of actually taking action and making progress toward client goals.

Prior
Positions

  • 22 years at Wells Fargo Private Wealth Management as Senior Managing Director, Southern Region, and National Head of Wealth Planning
  • 11 years at Deloitte as a Senior Tax Manager

Credentials

  • Certified Public Accountant (CPA) - Non-practicing
  • BS, Accounting from The Ohio State University

Personal
Profile

  • Member of the American Institute of Certified Public Accountants and the Ohio Society of Certified Public Accountants
Rick and his wife Sherri are the parents of triplet teenage boys.
In addition to reading about taxes and finances, he enjoys college football, auto racing, good wine and good food, and craft cocktails. It’s because of the last few that he also enjoys a good Peloton workout! Beach, wine country, and mountain vacations are all high on the list for the Simonetti family.
Born in New York, Rick grew up in Worthington, Ohio, just outside Columbus.

Log Into the Fidelis Capital
Client Portal

X