Ryan Weakley,
CFP®, CIMA® Financial AdvisorWith more than 15 years of experience in financial planning and investment management, Ryan Weakley has the accumulated knowledge and perspective to help you with your financial goals. Ryan understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Ryan will be with you every step of the way offering sound advice and customized financial solutions designed specifically for you.
Ryan endeavors to create long-term, meaningful relationships with clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.
Based on what he learns about you and your goals and an analysis of the current financial markets, Ryan designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Ryan puts it into action and will review the progress of your plan relative to your defined objectives and suggest any changes where needed.
Ryan began his career in financial services in 2008 as an intern with Raymond James and has remained in the Raymond James family through the Morgan Keegan acquisition throughout his career. Today, Ryan provides financial planning, estate guidance and investment services through the use of equities, fixed income securities, managed money and more through Raymond James.
Away from the office, Ryan also enjoys spending time with his family and friends, golfing, and fishing.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
