Ryan Foley, APMA®, CRPC®, joined the Mayflower team in 2018 as a Portfolio Strategist and currently serves as a Senior Wealth Manager. He works with individuals, families, businesses, and non-profits using strategies that include comprehensive financial planning advice, asset accumulation, retirement income, wealth preservation, and employer stock benefits.
Clients’ lives are busy and complicated. With his unique pedigree and skillset in holistic planning, Ryan prides himself in taking on clients’ concerns and providing solutions to solve them. It’s important to him that clients have peace of mind and succeed not only financially, but also are able to utilize their wealth, resources, and potential to live fulfilling lives at every stage. Prior to Mayflower, Ryan spent 7 years working across the wealth management industry.
Ryan is a graduate of Saint John’s High School (Shrewsbury) and received his bachelor’s degree in Business from Saint Anselm College. Ryan, his wife Lannon, and two children reside in East Greenwich, RI where they enjoy spending time at the beach and dining at the many local restaurants. You can also find him spending time with friends, reading books about history, and following Boston sports.
Industry Accreditations & Affiliations
Accredited Portfolio Management AdvisorSM (APMA®)
Chartered Retirement Planning CounselorSM (CRPC®)
FINRA Series 7, 63 & 65 Securities Registrations
Life, Accident & Health Insurance Licenses