Advisor profile


My approach

Ryan Lurie - My approach photo

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Ryan Lurie - My approach photo

Areas of focus

  • Estate Planning Strategies
  • Investments
  • Retirement Planning Strategies
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • FINRA Series 7

Education

  • Bachelor of Science in Business Administration, Marketing, University of Florida, Gainesville, FL

Interests

CrossFit

Coaching Soccer for my daughters

Golf

Community participation

Financial Advisory Committee member for Lee County School Board

Desert Mission Food Bank

Awards & recognition

  • Five Star Wealth Manager, 2017, 2018

Previous experience

  • Vice President, Financial Advisor at Morgan Stanley, 2008-2017