Lisa Silver
Senior Client Service Associate
Phone:
(561) 620-5096(561) 620-5096
Mark Ryan, CFP®
Senior Vice President, Wealth Management,
Financial Advisor,
Portfolio Management Director,
Financial Planning Specialist,
Workplace Advisor – Equity Compensation
Direct:
(561) 620-5036(561) 620-5036
My Mission Statement
Decades of experience. Common sense solutions.
Helping clients achieve their financial goals for more than 38 years.
Helping clients achieve their financial goals for more than 38 years.
My Story and Services
Mark joined Morgan Stanley in 2009. He has held the CERTIFIED FINANCIAL PLANNER™ designation since 1990 and takes pride in developing financial plans to assist clients that have concerns regarding retirement and estate planning. Many long-term clients have reached retirement age and are now benefiting from the planning done years ago that has allowed them to reach their goals and objectives.
Mark is also a Portfolio Manager Director at Morgan Stanley. This designation along with over 38 years of experience has proven to be helpful in providing objective investment guidance for his clients. Recognizing that there is no silver bullet or one size fits all solution, Mark's focus is on understanding each client's unique vision, goals and preferences and aligning advice and portfolio structure in a custom-tailored manner to help his clients increase their financial comfort.
After a 15-year career in retail, Mark decided that his attention to detail and numbers may be a perfect fit to embark on a career as a financial advisor and took the necessary steps to obtain his securities licenses. He began his new career on October 19th, 1987, the infamous Black Monday.
Mark practices yoga on a regular basis and completed his 200-hour yoga teacher training in 2016. He has attended more than 15 yoga retreats around the world, including Africa and India. Mark shares his focus on good nutrition and a healthy lifestyle with many of his friends and clients that have similar interests.
Mark lives in Boca Raton and has been a lifelong Palm Beach County resident and also spends time in Greenville, South Carolina. His son Justin and his family reside in Houston.
Securities Agent: VT, NC, MD, AZ, SC, CT, WA, IL, CO, RI, PA, NJ, MA, GA, WI, SD, VA, TX, KY, FL, DE, NV, MI, NY, IN, ID, CA, OH, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1279336
NMLS#: 1279336
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
THE CFP® PROFESSIONAL - Mark S Ryan
Individuals certified by the CFP® Board have taken the extra step to demonstrate commitment and professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience, and ethical requirements. These four cornerstones set the foundation for the CFP® professional's ability in helping clients achieve their goals. See below for more information about the CFP designation and how I can help:
Education
The CFP® professional must develop theoretical and practical financial planning knowledge by completing 2 to 3 years of comprehensive coursework at an institution of higher learning approved by the CFP® Board. Once obtaining the CFP® trademark, their education does not stop, as continued education is part of the recertification process.
Examination
The CFP® professional must pass the 7 hour comprehensive Certification Exam, which tests abilities to apply financial planning knowledge to real-life situations. The exam covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance.
Experience
All CFP® professionals are required to complete several years of experience related to financial planning services prior to earning the right to use the CFP® trademarks.
Ethics
The CFP® professional is obligated to uphold the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence as outline in the CFP® Board's Code of Ethics. The Rules of Conduct require the CFP® professional to put the client's interest first at all times.
CERTIFIED FINANCIAL PLANNER™ practitioner since 1990
Senior Vice President
Portfolio Management Director
Dedicated Equity Specialist
Working With You
At Morgan Stanley, we believe that identifying financial solutions begins with a solid understanding of each client's situation, goals, objectives and risk tolerance. We follow a disciplined process that allows us to work with you to craft a solution that helps meet your individual financial needs:
Step 1: Introductory Meeting
Our relationship begins with an initial discussion aimed towards getting to know you, your lifestyle, and your future goals.
Step 2: Discovery Meeting
During the discovery meeting, we will work together to establish your financial goals by reviewing your current financial situation and developing an appropriate risk tolerance that can help you achieve the financial outcome you envision for yourself.
Step 3: Financial Plan Presentation
Financial plan presentations map out essential factors that play into your financial success such as your employee and employer contributions, liquidity events, and insurance coverage. Examining relevant financial information provides a holistic asset allocation analysis for your accounts, helping ensure a comprehensive financial plan.
Step 4: Action Items / Next Steps
After the financial plan presentation, we will follow up with you regarding our analysis and recommendations, which may include adjustments to your financial plan, investment allocation, company benefits and insurance coverage.
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Step 5: Implementation Meeting
The implementation meeting focuses on creating prospective strategies custom-designed for your specific needs. Recommended changes could include logistics, tax impact, asset allocation adjustments, and saving/benefit modifications.
Step 6: Monitoring & Performance Tracking
Finally, we will be constantly monitoring your assets and analyzing your performance metrics, seeking to ensure your financial expectations are being met and adjusted accordingly. We will keep a high degree of communication with you to make sure your concerns and requests are always addressed.
NAVIGATING MAJOR LIFE EVENTS
Most major life events have financial implications. We are here to help you through them and make the right financial decisions for you and your family.
Birth
Welcoming a child into the family is a joyous occasion for everyone from parents and grandparents to aunts, uncles, siblings, cousins and other extended family members. Therefore, we help you and other family members plan and prepare for the financial components that a new child may introduce into your lives.
Education
Education is a major investment and expense that often requires years of careful, advanced planning. help you approach a variety of educational expenses, such as tuition, extension programs and advanced professional training, with appropriate funding strategies for each unique situations.
Marriage
Few events are more exciting than when you decide to align your life with the person you love. We help you plan for these milestones and guide these conversations.
Business
From executive-level employment situations to other business ventures—from startups to established enterprises we can help you navigate the complexities of business ownership and investment and associated activities such as selling, divesting or planning for succession.
Divorce
Divorcing a spouse can be a difficult ordeal, with repercussions that affect your emotional and financial well-being. We can help you can prepare for these difficult situations and help you to feel more in control and better equipped to make informed decisions about your financial future.
Retirement
Saving for retirement is a lifelong process that relies on defined financial planning strategies. We help guide you through this process each step of the way toward achieving their retirement goals.
Elder Care
Aging can be challenging whether you are looking to develop a plan for yourself, or trying to figure out the best way to support your loved ones. Elder care may be a complicated, emotional process that is why we help keep you develop a clear plan that prioritizes the desires and preferences of the aging individual.
Widowhood
Dealing with death is never easy. Aside from coping with the loss of a loved one, legal matters also require immediate attention. That is why we help you plan ahead to ensure that your wishes and your will are followed.
Location
1801 N.Military Tr
Ste 300
Boca Raton, FL 33431
US
Direct:
(561) 620-5036(561) 620-5036
201 East McBee Avenue
Suite 101
Greenville, SC 29601
US
Meet My Team
Anne Plocker
Client Service Associate
Phone:
(561) 620-5021(561) 620-5021
About Lisa Silver
Lisa joined Morgan Stanley in April of 2012. Over the past 9 years client interaction and client related services have been her primary responsibility. Lisa continues to make the most of her administrative and marketing skills and develop her knowledge in regard to helping the advisor / client financial planning process.
After graduation from college and before becoming a mother, Lisa utilized her degree in Journalism by working for a South Florida advertising firm. She was responsible for handling executive planning, media buys and B2B advertising for major accounts. In 1989, Lisa transitioned to the radio industry, subsequently working for two of the market’s top radio stations as a sales executive.
After meeting her Canadian-born husband, Lisa worked for a worldwide leader in electronic component distribution, where she was tasked with the multi-national responsibility of handling several major clients around the world, before moving back to South Florida in 1997.
Lisa was born in Fort Lauderdale, but raised in Cincinnati, Ohio. She graduated from the University of South Carolina with a Bachelor of Arts in Journalism and moved to Boca Raton where she has lived for 28 years with the exception of three years in Canada.
Lisa has been married for 25 years and has been a devoted mother raising her two sons, Matthew and Andrew. Matthew, who is 23, is a certified commercial pilot. Andrew is 19 and is a sophomore at FSU. In her free time, she enjoys going to the beach, cooking and exercising, but most of all she loves taking care of her family and her “four-legged” daughter, Lexie.
After graduation from college and before becoming a mother, Lisa utilized her degree in Journalism by working for a South Florida advertising firm. She was responsible for handling executive planning, media buys and B2B advertising for major accounts. In 1989, Lisa transitioned to the radio industry, subsequently working for two of the market’s top radio stations as a sales executive.
After meeting her Canadian-born husband, Lisa worked for a worldwide leader in electronic component distribution, where she was tasked with the multi-national responsibility of handling several major clients around the world, before moving back to South Florida in 1997.
Lisa was born in Fort Lauderdale, but raised in Cincinnati, Ohio. She graduated from the University of South Carolina with a Bachelor of Arts in Journalism and moved to Boca Raton where she has lived for 28 years with the exception of three years in Canada.
Lisa has been married for 25 years and has been a devoted mother raising her two sons, Matthew and Andrew. Matthew, who is 23, is a certified commercial pilot. Andrew is 19 and is a sophomore at FSU. In her free time, she enjoys going to the beach, cooking and exercising, but most of all she loves taking care of her family and her “four-legged” daughter, Lexie.
Hear From My Clients
We have trusted Mark with our finances for almost 40 years! His knowledge has been invaluable as we navigated corporate relocations, career changes, the expenses of children and finally retirement. Mark has listened to our concerns and answered our questions on a timely basis. He consistently ran best and worst-case scenarios to insure we stayed on track toward our goals. It's due in large part to his guidance we were both able to retire "young" at age 60.
Kennith & Janice
Verified ClientFebruary 2, 2026
Testimonial(s) solicited by Morgan Stanley and provided by current client(s) at the time of publication. No compensation of any kind was provided in exchange for the client testimonial(s) presented. Client testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.
5285589 3/2026
Wealth Management
Global Investment Office
Portfolio Insights
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Mark Ryan today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
5Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
5Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Testimonial(s) solicited by Morgan Stanley and provided by current client(s) at the time of publication. No compensation of any kind was provided in exchange for the client testimonial(s) presented. Client testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
