Ryan Roche,
CFP®, AAMS® Vice President, Investments Private Wealth AdvisorOver his 12 years in the financial services industry, Ryan has developed his knowledge and skill sets to provide the highest level of advice to clients. As a Certified Financial Planner® professional and holder of the Private Wealth Advisor designation, Ryan can add value to the most complex of financial and estate planning scenarios.
Complete understanding of these advanced investment, estate and tax planning concepts allows Ryan to plan for outcomes that materially affect the goals and legacies of high-net-worth and affluent individuals.
Serving clients from all over the US, Ryan is a registered representative having passed his Series 7, Series 66 and Ohio State Life and Health Insurance examinations. He has also achieved the Accredited Asset Management Specialist AAMS® designation through the College of Financial Planning.
Ryan is a former Class A member of the Professional Golfers’ Association. He and his wife, Jennifer, enjoy all things outdoors, golf, music and spending time with their dogs.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families, and organizations.