Ryan joined Wealth Advisors of Tampa Bay in 2019 as a Senior Financial Assistant. He assists the advisors in a range of duties such as trades, operations, and client services. He has a passion for helping clients pursue their financial goals through a high level of customer service.
Ryan worked ...
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Ryan joined Wealth Advisors of Tampa Bay in 2019 as a Senior Financial Assistant. He assists the advisors in a range of duties such as trades, operations, and client services. He has a passion for helping clients pursue their financial goals through a high level of customer service.
Ryan worked at T. Rowe Price for 9 years in a number of different positions. His most recent role was in the advisory department where he worked as an Advisory Client Manager. His responsibilities in this role included the creation, implementation, and maintenance of asset allocation portfolios and assisting clients in retirement income planning.
Ryan graduated from the University of South Florida (USF) with a Bachelor of Arts in Political Science with a minor in Public Health. He is a CHARTERED RETIREMENT PLANNING COUNSELOR SM (CRPC®). Ryan has his Series 7 and 66 registrations, held with LPL Financial and life and health licenses.
Ryan played professional Ultimate Frisbee in the American Ultimate Disc League (AUDL) for many years and continues to play competitively at the master's level. He enjoys boating, sports, concerts, going to the movies, and hanging out with his dog, Gizmo.
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