Experience Makes all the difference

Ryan is a Senior Vice President- Wealth Management / Branch Manager / Portfolio Manager and Partner in the Legacy Wealth Management Group. As an integral part of the partnership, Ryan focuses on the team's portfolio analysis of the equity and mutual fund models, as well as strategic goal planning and portfolio analysis. In addition Ryan serves as the liaison for our clients insurance investment processing. 

Ryan received a bachelor of business administration with a focus in finance from Texas Tech University. Ryan and his wife Jenna are both natives of San Angelo and have two children, a son Carson and a daughter Allie. Ryan is a board member of Meals For The Elderly in San Angelo and enjoys tennis, golf, and spending time with the family. As a wealth management financial advisor, Ryan continues to stand out as a leading advisor at UBS.  Ryan was recently recognized by Forbes Magazine America's Top Next-Generation Wealth Advisors in 2017 and 2018. Ryan was also selected by UBS Top 35 Under 35 Financial Advisors in 2017, 2018, and 2019. Ryan maintains his Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law), Series 9 and Series 10( General Security Sales Supervision),  and Individual State of Texas Life and Health Insurance.

Accomplishments

  • UBS ~ Top 35 Under 35 Financial Advisors, 2017, 2018, 2019
  • Forbes ~ America's Top Next-Generation Wealth Advisors, 2017, 2018

Education

  • B.B.A., Finance, Texas Tech University

Licenses

  • Series 66, Uniform Combined State Law
  • Life and Health Insurance Licensed: AZ, CA, CT, GA, ME, NC, NJ, NM, NY, OH, OR, PA, TX
  • Series 7, General Securities Representative
  • Series 9 and Series 10( General Security Sales Supervision)

Personal & Community

  • Meals For The Elderly Board Member
  • Enjoys Playing Tennis and Golf

Registered States:

AL, AR, AZ, CA, CO, CT, FL, GA, LA, MA, MO, NC, NJ, NM, NY, OK, PA, TN, TX, WA