About My Practice
We guide successful individuals, executives, entrepreneurs, and small business owners through personal and business life cycles. Our first-class service is predicated on a commitment to our client to organize, prioritize, and customize solutions. We value consistent communication, open dialogue, accountability, and integrity. We continuously monitor your financial progress so that you can spend the time with the people and interests you love most.
Please check my team website for more information: www.morganstanleyfa.com/therglgroup
And connect with me on LinkedIn: www.linkedin.com/in/bobmryan1
Also follow us on Twitter: @RGLGroupMS
Bob is a Senior Vice President, Wealth Advisor, and Senior Portfolio Manager at Morgan Stanley; he began his career in 1991 with Merrill Lynch.
Bob focuses on financial planning, as a CERTIFIED FINANCIAL PLANNER™ and an accredited portfolio manager in the Portfolio Management program. He received his CERTIFIED INVESTMENT MANAGEMENT ANALYST certification from the Wharton School of business as well as his CERTIFIED PRIVATE WEALTH ADVISORSM designation from the Chicago’s Booth School. He works closely with client attorneys and accountants to help ensure that all aspects of our client’s financial plan and asset allocation have been established and implemented.
Bob currently serves on the Board for the Woburn Boys and Girls Club and also serves as Treasurer of the NF Foundation. Bob lives in Winchester with his wife Rebecca, daughter Isabella, sons Thomas and Devon. Bob holds a B.A. in Accounting and Computer Science from University of Mass at Lowell.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 65
Life insurance, Fixed annuities, Variable annuities
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Investment Management Analyst (CIMA®)
- Other - Certified Private Wealth Advisor
Considerations: Please check our website for more information and background
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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