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Rick Tonkinson CFP®Senior Associate
Phone: 866-323-8326 Rick grew up with a strong work ethic. His dad was a draftsman and electrical engineer and his mom was a clerk/typist. His grandfather was a milkman for 30 years and his grandmother cleaned houses. Rick started working at age 12 as a paperboy. Growing up Rick worked as a janitor, garbage man, security guard and caddy. In 1976 he graduated with a Bachelor of Science in Business Administration from Penn State University. His first job out of college was that of a Peace Corp Volunteer.
When Rick came to Miami in 1981 he had a variety of jobs from selling computer paper to financing heavy construction equipment. Eventually he went into banking as a trust officer. During this time Rick went to night school where he earned a Master's in Business Administration (MBA) and a Master's in Public Administration (MPA) with a specialization in Budgets and Cash Flow from the University of Miami.
While working at the bank, Rick realized that the quality of advice and level of service was based on the size of the customer's balance. The minimum account balance was so high that the working middle class, like his family and friends, did not qualify. Rick decided to provide quality advice and service to the working people. He once again went to night school to become a CERTIFIED FINANCIAL PLANNERÒ practitioner in 1991 and a Chartered Life Underwriter (CLU) in 1993. Since 1991, Rick has been dedicated to helping employees of FPL and Bell South as well as police officers and teachers plan for retirement.
Rick has been a volunteer instructor for Finance for the Small Business Administration workshops through SCORE. He has been on the Board of Directors for the Children’s Home Society Foundation and Florida Endowment Fund for Education. He has been the President for the Miami Rotary Club and currently is on the Boards of Directors. Rick is a member of the University of Miami Citizen Board.
Rick and Margarita are trustees of the Rick Tonkinson and Family Charitable Fund. Since 2004, this charitable fund has donated to several organizations including:
In addition, Rick and Margarita have donated to the following charities and organizations:
Currently, Rick and Margarita are Double Diamond Major Donors to the Rotary Foundation, bronze level donors to the Performing Arts Center, Benefactors to the Florida Grand Opera, Fellows at Fairchild Tropical Gardens, members of the Vision Society at Bascom Palmer and members of the University of Miami President's Circle and Founders Society.
Rick and Margarita have been happily married for 32 years. They have a son, Steven. Rick enjoys community service, fishing and traveling.
 About Us
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Securities offered through Securities America, Inc. Member FINRA/SIPC.Rick Tonkinson, Steven Tonkinson, Margarita Tonkinson, Registered Representative. Advisory Services offered through Securities America Advisors, Inc. an SEC Registered Investment Advisor, Rick Tonkinson, Steven Tonkinson, Margarita Tonkinson, Representatives. Rick Tonkinson & Associates, Inc. and Securities America are unaffiliated. This is not an offer or solicitation for brokerage services or other products or services in any jurisdiction where we are not authorized to do business. We are licensed to sell Insurance Products in the following states:AL, AR, AZ, CT, FL, GA, IL, KS, NC, NJ, SC, TN,TX, VA, WA. We are registered to sell Securities in the following states: AL,AR, AZ, CT, FL, GA, IL, KS, KY, NC, NJ, NY, OH, SC, TN, TX, VA, WA, WI. *FPL is a registered trademark of Florida Power & Light Company ("FPL"). Rick Tonkinson & Associates, Inc.is not endorsed or sponsored by, affiliated with or authorized by FPL Group Inc., its subsidiary, FPL, or the FPL Group Retirement Plans. |
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