Bob Ryan is a highly experienced Senior Vice President in the financial services industry, with over three decades of experience. He achieved multiple designations as a financial professional, including the CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Investment Management Analyst® (CIMA®), and Certified Private Wealth Advisor® (CPWA®). Ryan began his career as an Accountant/Financial Analyst at Chomerics, Inc, before advancing to similar positions at Krupp Companies and Congress Management, LLC. Since then, he has held various high-level positions, including Vice President and Financial Advisor at Merrill Lynch, Senior Vice President and Financial Advisor at Morgan Stanley, and his current position as Senior Vice President-Wealth Management at UBS. Ryan has also studied at the University of Massachusetts Lowell and received certification from the Wharton Business School and the University of Chicago Booth School of Business. In his current role, Ryan focuses on working with executives and business owners, delivering highly personalized service through an integrated team of financial advisors, planners, and relationship managers. His 3-step process includes Research and Develop, Implement and Monitor, and Strategize, Collaborate, and Communicate.