Ryan joined Valley National in 2017 with four years of industry experience in retirement planning, portfolio administration and client service. As a Certified Investment Management Analyst (CIMA®) and Licensed Insurance Agent, he helps clients with comprehensive financial planning, investment management, risk management and tax planning.
Communication and understanding are vital for building trusting, balanced relationships.
Ryan has been a member of VNFA’S Investment Committee since 2018. Ryan is currently pursuing his Certified Financial PlannerTM Professional designation. “I believe that continued education is of the utmost importance in our ever-changing financial services environment,” he says. “It is important to me that I further my financial expertise so that I can share it with clients and remain ahead of the curve in our industry. Communication and understanding are vital for building trusting, balanced relationships.”
Ryan is a Lehigh Valley native, and currently resides in his hometown of Nazareth. In his free time, he enjoys spending time with his wife, Nicole, daughter, Charlotte, and their two dogs, Maci and Cali. Some of Ryan’s favorite extracurricular activities include playing baseball and softball, hiking local trails, watching various sporting events, and spending time with family and friends.
- BA – Mathematics (minor in Economics), Washington College, Chestertown, Maryland
- Certified Investment Management Analyst (CIMA®)
- Investment Adviser Representative, Valley National Advisers, Inc.
- Registered Representative, Valley National Investments, Inc.
- Licensed Insurance Agent, Pennsylvania
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Valley National Advisers, Inc. is engaged, or continues to be engaged, to provide investment advisory services.
*Please Note: Limitations: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Valley National Advisers, Inc.) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful.