About Ryan Gildersleeve
A seasoned Family Wealth Advisor with 26 years of wealth management experience, Ryan has dedicated his entire career to providing highly customized advice and strategies to individuals, families and business owners. He guides them through a personalized approach that includes a thorough planning process and a commitment to outstanding service. To Ryan, the cornerstone of comprehensive wealth management begins with a solid financial plan focused on helping achieve each client’s unique goals.
Always driven to understand how to manage his personal finances in the most effective way possible, Ryan attended Vanderbilt University, receiving his B.A. degree in 1995. Soon after graduation, Ryan joined Merrill Lynch as an Associate, where he earned his Series 7, 63 and 65 licenses and began working directly with clients as a Financial Advisor. In 2003, Ryan joined Smith Barney, a predecessor firm of Morgan Stanley, and has been a vital member of the firm’s Stamford branch ever since.
Throughout his career, Ryan has remained committed to professional development. In 2001, he earned the distinguished CERTIFIED FINANCIAL PLANNER™ designation from the College for Financial Planning and in 2004, he was named a Financial Planning Specialist at Morgan Stanley. More recently in 2016, Ryan achieved the firm’s Family Wealth Advisor certification. All of these designations demonstrate Ryan’s dedication to remaining on the forefront of the most effective financial strategies and deliver a powerful client experience.
A Connecticut native, Ryan currently lives in Old Greenwich with his wife, Karen, and their two children, Tyler and Lyla Grace. An avid music lover, Ryan enjoys performing his music with friends on stage at local clubs and restaurants. Favorite leisure activities include golf, watching college football and spending time with family and friends.
Securities Agent: NJ, AL, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, MO, NC, NH, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, MI; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 175896