Professional Summary
Professional Overview
Ryan Shannon is an experienced Wealth Manager with a proven track record of helping clients achieve their financial goals. With a focus on comprehensive wealth management strategies, he leverages his industry expertise to deliver tailored solutions that optimize investment performance and safeguard client assets.
Experience Summary
Current Role
As a Wealth Manager at R.M. Shannon Wealth Management, LLC, Ryan is responsible for providing personalized financial planning and investment management services to high-net-worth individuals and families. In this role, he works closely with clients to understand their unique financial objectives, risk tolerance, and long-term aspirations, and then crafts bespoke strategies to help them pursue their goals. Ryan's expertise spans portfolio construction, asset allocation, tax-efficient investing, and retirement planning, enabling him to deliver holistic financial guidance to his clientele.
Career Progression
Prior to joining R.M. Shannon Wealth Management, Ryan held various wealth management roles, steadily building his industry knowledge and client service capabilities. He served as a Wealth Manager at Accredited Investors, Inc. for six years, where he specialized in portfolio management and retirement planning for affluent clients. Before that, he was an Investment Advisor at Webb Financial Group and a Financial Advisor at Minneapolis Financial Group, gaining valuable experience in financial analysis, investment research, and client relationship management.
Academic Background
Ryan holds a Bachelor of Science degree in Finance from the University of Minnesota, where he graduated cum laude. He has also earned the Certified Financial Planner™ (CFP®) designation, demonstrating his commitment to upholding the highest standards of financial planning and client service.
Areas of Expertise
- Comprehensive wealth management and financial planning
- Portfolio construction and asset allocation
- Retirement planning and income strategies
- Tax-efficient investing and estate planning
- Client relationship management and client service excellence
Professional Impact
Throughout his career, Ryan has consistently delivered exceptional results for his clients, helping them navigate complex financial landscapes and pursue their long-term objectives. His dedication to providing personalized solutions and his ability to communicate complex financial concepts in a clear and accessible manner have earned him a reputation as a trusted advisor among his peers and clientele.
Conclusion
With his extensive industry experience, robust financial expertise, and unwavering commitment to client success, Ryan Shannon is poised to continue making a significant impact in the wealth management field. As he progresses in his career, he remains focused on leveraging his skills and knowledge to help clients achieve their financial aspirations and secure their long-term financial well-being.
