Ryan Parker
Financial Advisor,
Financial Planning Specialist
Direct:
(805) 494-0246(805) 494-0246
My Mission Statement
Growing and protecting your wealth with an unwavering commitment to personalized care.
My Story and Services
Ryan Parker is dedicated to safeguarding and growing his clients’ financial futures. With over 18 years of experience in the financial services industry, he takes a balanced approach to investing—optimistic about the future while preparing for the unexpected.
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.
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.
Securities Agent: VA, MA, AL, VT, NV, ND, HI, SC, PR, MT, IN, IL, CO, CA, AK, NY, MN, MD, IA, AZ, WI, SD, PA, OK, OH, NE, CT, WY, WA, OR, NC, GA, TX, KY, WV, UT, RI, NM, NH, LA, KS, ID, DE, NJ, MS, MI, FL, DC, VI, TN, ME, AR, MO; General Securities Representative; Investment Advisor Representative
NMLS#: 2700753
NMLS#: 2700753
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
100 N Westlake Blvd
Ste 200
Westlake Village, CA 91362
US
Direct:
(805) 494-0246(805) 494-0246
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
Article Image
Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Ready to start a conversation? Contact Ryan Parker today.
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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
CRC 6491812 (04/2024)
