Industry Award WinnerMy Mission Statement
My Story and Services
Ryan’s passion for finance traces back to one of his most profound childhood memories: witnessing the crash of 1987. As a child helping his father draw stock market charts on graph paper, he saw the fear and helplessness financial uncertainty could bring to the ones he loved. That moment sparked a lifelong mission striving to understand and manage financial risk.
With experience working alongside both large and boutique hedge funds, Ryan has developed knowledge and experience in quantitative strategy development, including market-neutral approaches designed to help diversify with non-correlated strategies. He also focuses on emerging fields such as digital currencies.
Ryan’s goal is to provide clients with peace of mind—helping them feel confident in the knowledge that their portfolios are carefully constructed to address diverse market conditions.
Beyond his professional life, Ryan is an accomplished musician and songwriter, earning a Grammy award for his work on the soundtrack of the film Juno. He and his wife are active in their community, raising two children who are passionate about sports and local activities.
NMLS#: 2700753
CA Insurance License #: 4459123
AR Insurance License #: 21572038
Working With You
Ryan and The Lake Avenue Group believe success in achieving important financial goals starts with a comprehensive wealth strategy. I will help you define what is most important to you and then formulate the strategies that are suited for your needs - whether you are accumulating wealth, investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals. Each financial decision is different for everyone and we can work together to find the most suitable solution for you.
Our relationship begins with an initial discussion aimed towards getting to know you, your lifestyle and your future goals.
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.
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.
Follow up with you regarding our analysis and recommendations, which may include adjustments to your financial plan, investment allocation, company benefits, and insurance coverage.
Focus on creating prospective strategies custom designed for your specific needs. Recommended changes could include logistics, tax impact, asset allocation adjustment, and saving/benefit modifications.
Finally, monitoring your assets and analyzing your performance tracking data 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.
MODERN WEALTH MANAGEMENT TOOLS AND RESOURCES
Morgan Stanley's comprehensive suite of digital resources has carefully been designed to help enhance each aspect of your financial portfolio. Take some time to learn about some of the many Modern Wealth Management resources that we offer to our clients.
In this uncertain economy, many investors are seeking validation that they are receiving the kind of financial guidance they desire, or are searching for a new and more comprehensive approach to their wealth management needs. We are passionate about helping people in these situations. In fact, we offer a complimentary second opinion service to help them make informed decisions.
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley mobile app! Access your finances and invest in an instant with the help of this handy resource that is available 24/7.
LifeView is a suite of planning tools that creates a realistic, integrated strategy meant to incorporate aspects of an individual's financial life, including investments and cash management needs. It also provides progress-to-goals reporting which illustrate complex planning strategies.
Morgan Stanley's Portfolio Risk Platform is powered by BlackRock's Aladdin risk engine, a state-of-the-art, innovative risk engine used by several of the world's largest institutional asset managers, providing you with comprehensive risk analytics and a sophisticated view of the risk/return dichotomy across your financial portfolios. This helpful tool can assist you in making educated investment decisions with increased confidence.
Complete your financial profile with Total Wealth View. By linking your external account information, you will benefit from more educated and holistic wealth planning, and convenient connectivity.
Safeguarding your assets and personal information is among our highest priorities here at the Lake Avenue Group. Learn about our extensive security measures and take advantage of our vast array of resources and ideas that are geared towards helping you stay protected on the World Wide Web.
Location
Awards and Recognition
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
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.
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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.
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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.
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Awards Disclosures | Morgan Stanley
