Robert Ryan, CFP®, CIMA®, CPWA®

Robert Ryan, CFP®, CIMA®, CPWA®

Robert Ryan is a Senior Vice President at UBS in the Greater Boston area. He has over 35 years of experience in the financial services industry, with a focus on wealth management.

Professional Experience

• Senior VP at UBS (February 2019 - Present)
• Senior Vice President, Financial Advisor, Executive Financial Services Director at Morgan Stanley (February 2007 - February 2019)
• Vice President, Financial Advisor at Merrill Lynch (May 1991 - February 2007)
• Financial Analyst at Congress Management, LLC (May 1987 - April 1991)
• Financial Analyst at Krupp Companies, LLC (February 1985 - March 1987)
• Accountant/Financial Analyst at Chomerics, Inc (May 1983 - February 1987)

Certifications

• CERTIFIED FINANCIAL PLANNER™ (CFP®) (Issued February 2002)
• Certified Investment Management Analyst® (CIMA®) (Issued July 2006)
• Certified Private Wealth Advisor® (CPWA®) (Issued August 2011)

Robert Ryan is registered to provide financial services in 22 states across the U.S. and holds multiple professional certifications, including CFP®, CIMA®, and CPWA®, demonstrating his expertise in financial planning, investment management, and private wealth advisory services.1