Rick Mooney

Rick Mooney is a Client Relationship Manager at Heritage Financial Consultants LLC, having begun this role in June 2021. In this position, Rick supports registered associates of Lincoln Financial Advisors Corp., contributing to client relations and investment strategies. Prior experience includes an internship focused on financial reviews and portfolio preparation, along with various roles in the restaurant industry, honing customer service and multitasking skills. Rick also served as a Seasonal Senior Team Member and Warehouse Supervisor at Let's Move, LLC, overseeing client move transitions and warehouse inventory management. Educational background includes studies at Towson University and the University of South Carolina.