With over 15 years of experience in the financial services industry, Ryan understands the importance of providing first-class service and a diligent investment process to the clients he and his team serves. He focuses on his clients’ portfolio management needs through equity, mutual fund, fixed income and alternative investments. To keep up with the ever-changing trends within the industry, Ryan maintains the following certifications: Chartered Retirement Plans Specialist and Wealth Management Specialist designations through The College for Financial Planning. Ryan has been nationally recognized on the Forbes list of America’s Top Next Generation Wealth Advisors 2017-2018, the Forbes list of Top 250 Next-Gen Wealth Advisors 2019 and was recognized in Raymond James Top 40 under 40 list in 2018. Ryan also had an article published in Forbes On-line edition in 2018.

Before joining Raymond James with his team in 2015, Ryan served as a Vice President and Portfolio Manager at Morgan Stanley for seven years. Prior to that, he was employed as a sales consultant and wealth management analyst at Morgan Stanley. Ryan earned his bachelor’s degree from Pennsylvania State University’s Smeal College of Business and Economics.

While not working with clients, he is active in the fitness community and mentors students at The Pennsylvania State University’s Smeal College of Business. In addition, Ryan is also involved with many local charitable organizations.

The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Out of 29,334 nominations received, 250 made the final list in 2019.

Forbes list of "America's Top Next Generation Wealth Advisors

Data provided by SHOOKTM Research, LLC as of 3/31/2018 and of 3/31/17. SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Out of 5,832 advisors considered, 1000 made the final list in 2018. Out of 2,356 advisors considered, 500 made the final list in 2017. For more information see www.SHOOKresearch.com.

1 Minimum account sizes are general since it can vary depending on a range of circumstances. 2 Advisors are judged on individual contribution but total team assets are shown, which can include one or more additional advisors. 3 Minimum account sizes are general since it can vary depending on a range of circumstances.

The Raymond James 40 under 40 conference honors the top 40 advisors under age 40 from Raymond James & Associates and Alex. Brown based on a point system. Points are obtained through production, assets under management, net new assets and credentials. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.