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Robert Ryan, CFP®, CIMA®, CPWA®

Senior Vice President-Wealth Management at UBS Financial Services Inc.

Robert Ryan, CFP®, CIMA®, CPWA®

Robert Ryan is a Senior Vice President at UBS in the Greater Boston area. He has over 35 years of experience in the financial services industry, with a focus on wealth management.

Professional Experience

  • Senior VP at UBS (February 2019 - Present)
  • Senior Vice President, Financial Advisor, Executive Financial Services Director at Morgan Stanley (February 2007 - February 2019)
  • Vice President, Financial Advisor at Merrill Lynch (May 1991 - February 2007)
  • Financial Analyst at Congress Management, LLC (May 1987 - April 1991)
  • Financial Analyst at Krupp Companies, LLC (February 1985 - March 1987)
  • Accountant/Financial Analyst at Chomerics, Inc (May 1983 - February 1987)

Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®) (Issued February 2002)
  • Certified Investment Management Analyst® (CIMA®) (Issued July 2006)
  • Certified Private Wealth Advisor® (CPWA®) (Issued August 2011)

Robert Ryan is registered to provide financial services in 22 states across the U.S. and holds multiple professional certifications, including CFP®, CIMA®, and CPWA®, demonstrating his expertise in financial planning, investment management, and private wealth advisory services.1

Highlights

May 2 · linkedin

It is an honor to have been named by Forbes as a Best-In-State Wealth Advisor in Massachusetts for 2024.

The Forbes rating is compiled by SHOOK Research and awarded annually in April based on information from a 12-month period ending June of the prior year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.

I am proud to be a part of this leading cohort of Financial Advisors who have been recognized for navigating an ever-changing world to deliver solutions for clients in our community. I could not have earned this recognition without your confidence in me—or the unwavering support of my UBS colleagues, especially those on The Argus Group based here in Boston, Massachusetts.

Thank you!

Learn more about award criteria at https://lnkd.in/eDuQeymU. ​

Jan 24 · linkedin

Given upcoming changes in the Social Security cost-of-living adjustment, Medicare premiums, potential estate tax adjustments and more, now's the time to plan ahead and make decisions that can make the most of your retirement.

Check out our easy-to-read but powerful "2024 Retirement guide" for insights, and reach out to me to talk further. I want to work together to help you have unwavering confidence in your financial future.

Related Questions

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Robert Ryan, CFP®, CIMA®, CPWA®
Robert Ryan, CFP®, CIMA®, CPWA®, photo 1
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Location

Greater Boston