Meet Ryan Hale

How We Work

How We Work

I bring 20 years in the financial services industry, which began in Boston working for the oldest mutual fund company in America. I spent 11 years there, working with financial advisors at all firms throughout the country. In 2010, I moved to Indiana to work closely with financial advisors specifically in IN and KY. I enjoyed the impact I had in helping them provide solutions and education to their clients during some turbulent times. In 2012, I made the move to be a financial advisor after years of seeing the impact advisors had on their clients’ lives. I am about to enter my 12th year serving clients directly and helping them navigate these ever-changing markets.

I hold my Series 7 and Series 66 registrations through LPL Financial, along with insurance, life and health licenses. I graduated with a bachelor’s degree in Business Management from Curry College. In my downtime, I enjoy spending time with my family and friends, golfing and traveling.

Our team approach adds perspective to all we do and provides increased benefits to our clients.