Offering comprehensive and multigenerational financial planning, Ryan and the team specialize in tailored portfolio construction and a concierge level of client service.
“Our goal is for clients to feel as though they’ve found the perfect team to guide them throughout the remainder of their working years and retirement,” Ryan said. “We want them to be confident in our plan for the future, learn along the way and truly enjoy the experience in working with our team.”
Ryan joined Raymond James in May 2018, where he co-founded Oley Kinser Concierge Wealth, LLC, with his longtime friend and colleague from business school, Brett Oley.
Previously, Ryan spent four years with Citigroup and five years with UBS Financial Services Inc.
“Brett and I are genuinely proud to be affiliated with Raymond James Financial Services, a firm where the culture truly aligns with our client-first focus, in addition to ethics and integrity being paramount,” Ryan said. “Raymond James’ commitment to innovation and technology is very impressive, while the firm also provides financial advisors with an ideal platform that allows their entrepreneurial spirit to flourish and create a positive client experience.”
The team at Oley Kinser Concierge Wealth offers services such as financial planning, investment management, estate planning guidance, liability management and insurance solutions.
Ryan earned his Bachelor of Science in both economics and finance from the University of Central Florida, his MBA from the University of Florida and completed financial planning courses at Florida State University, which led him to become a CERTIFIED FINANCIAL PLANNER™ professional. Ryan has earned the right to use the Chartered Financial Analyst® designation and is also a member of the CFA® Society of Naples.
“I absolutely love finance and am a constant ‘student of the game,’” Ryan said. “I’ve been blessed with the opportunity to combine my passion for finance with the ability to utilize the knowledge I have gained to help people reach for a lifetime of goals.”
Ryan genuinely cares about more than just his clients’ investment portfolios; he cares a great deal about who they are as people and their well-being. In doing business with Ryan, clients can expect a true concierge service experience including: transparent advice, knowledge sharing and education, proactive communication, in-home meetings if preferred, and nearly 24/7 direct access, even on weekends.
“We firmly believe in doing what is right for the client at all times,” said Ryan, who takes pride in his high ethical standard. “Clients will typically realize this early on in our professional relationship, as Brett and I are very genuine, straightforward and fully transparent with them from the start.”
Originally from Stuart, Florida, Ryan also spent five years on the Caribbean island of St. Maarten. Ryan, his wife, Dana, and daughter, Kaia, currently make their home in Naples, Florida.
When he is away from the office, Ryan serves as a mentor at the Boys & Girls Club of Collier County, supports Baby Basics of Collier County, hosts an annual tennis tournament – he is an avid player – and enjoys playing golf, though he admits he has room for improvement.