Keith Francis Ryan,
CIMA®, CPWA®
Chief Strategy Officer and Partner, Anlon Financial Strategies
Principal, RJFS
Keith works with individuals and families to design comprehensive financial plans and investment portfolios built for long-term wealth preservation. His work focuses on disciplined portfolio construction, retirement income strategies and estate planning considerations that help guide clients through both their working years and retirement.
With a planning philosophy rooted in customization and thoughtful analysis, Keith helps ensure that each client relationship begins with understanding long-term objectives and family priorities before structuring an investment strategy designed to support those goals.
His career in financial services spans more than 40 years and includes leadership roles with UBS, Kidder Peabody and Merrill Lynch before joining Anlon Financial Strategies in 2021. He earned a Bachelor of Business Administration degree from the University of Miami Herbert Business School and the following professional Designations: Certified Investment Management Analyst, The Wharton School (University of Pennsylvania) 2008 and Certified Private Wealth Advisor, The Booth Business School (University of Chicago) 2016.&rdquo.
Decades of experience across multiple market cycles provide the foundation for Keith’s approach to wealth management. Careful analysis, patience and disciplined planning guide his portfolio recommendations and long-term financial strategies.
Originally from Huntington, New York, Keith divides time between Cold Spring Harbor, New York, and Vero Beach, Florida, with his wife, Anna Maria. Outside of work, he supports organizations including the Police Athletic League and Huntington Hospital.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
Raymond James is not affiliated with the above organizations and/or charitable causes.
