Bob Ryan is a highly experienced Senior Vice President - Wealth Management, with a career spanning decades in the financial services industry. He has an impressive academic background, including studying Accounting and Computer Science for his Bachelors at the University of Massachusetts Lowell, followed by certifications as a Certified Private Wealth Advisor (CPWA®) from The University of Chicago Booth School of Business, a Certified Investment Management Analyst (CIMA®) from The Wharton School, and a CERTIFIED FINANCIAL PLANNER™ (CFP®) from D'Amore-McKim School of Business at Northeastern University.

Over the course of his career, he has held impressive positions in renowned financial institutions such as Morgan Stanley, Merrill Lynch, UBS, Krupp Companies, LLC, and Congress Management, LLC. He has also developed a unique 3-pronged process as a financial advisor that provides clients with exceptional service, including research and development, implementation, and monitoring; collaboration and communication; and strategizing.

Bob Ryan is highly motivated to provide his clients with financial advice that delivers real results to meet their personal and business goals. He has experience serving executives and business owners with high-net-worth assets who require a high-caliber team of financial advisors to provide personalized financial advice. His stellar academic background and impressive career trajectory solidify his status as a highly sought-after financial advisor and wealth manager.