Ryan Matthew Winkler
Vice President, InvestmentsConnecting with clients is second nature to Ryan, who prides himself on taking a highly personalized approach to integrated wealth strategy and planning. He is a founder and leader of the practice, helping clients pursue their financial goals with clarity and confidence.
“We take a 30,000-foot view of your finances that allows us to identify any gaps, see if your retirement is on track, and offer new perspective and insight,” Ryan says. “We carefully examine the small pieces that make up the big picture.”
He also leads the team’s operation and client outreach initiatives, ensuring the team stays in sync with what matters most to clients. A natural communicator, he enjoys helping clients evaluate their options, providing them with the knowledge and information to make informed decisions about their lives and legacies.
In 2019, he and Jon Russell set up their practice at Raymond James, drawn by its emphasis on putting clients’ best interests first. The team serves as a single source for integrated wealth and investment planning and banking services through Raymond James Bank, N.A. Before that, he and Jon cofounded the Russell-Winkler Group at Merrill Lynch. Ryan began his financial services career in 2007 with AXA, and earned his bachelor’s degree in finance from Walsh College with a specialization in personal finance.
Active in the community, Ryan volunteers with Bridgepointe, a nonprofit organization dedicated to enhancing the lives of school children and families in Southwest Detroit. He also volunteers as a coach for a youth hockey team.
Ryan and his wife, LeAnne, have two children, Brooke and Mitch. In his free time, Ryan enjoys playing hockey, golfing, snow skiing, hiking, and spending time outdoors with his family. His hobbies also include music, brewing craft beers and woodworking.
Raymond James is not affiliated with the organization listed above.
Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. are affiliated with Raymond James Bank, N.A. Unless otherwise specified, products purchased from or held at Raymond James & Associates or Raymond James Financial Services are not insured by the FDIC, are not deposits or other obligations of Raymond James Bank, are not guaranteed by Raymond James Bank and are subject to investment risks, including possible loss of the principal invested. Products, terms and conditions subject to change.