Anthony Ryan Email & Phone Number

Austin, Texas, United States

I'm a Financial Advisor at Capitol Wealth Strategies with 8 years of experience across various financial sectors. This experience allows me to create personalized financial strategies that consider both short-term needs and long-term goals. I leverage market knowledge to guide clients through fluctuations and prioritize clear communication to build strong, trusting relationships.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 901 SOUTH MOPAC EXPRESSWAY, BARTON OAKS PLAZA FOUR STE 150, AUSTIN TX, 78746, 512-6512009. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Capitol Wealth Strategies, LLC is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.My background includes:Residential and commercial mortgage lendingConsumer bankingInvestment managementActively involved in the Austin area community.

Austin, Texas, United States

Fast-tracked licensure: Earned Series 6, 63, and 65 licenses within 3 months through independent study and bank training programs, enabling immediate contribution to client-facing activities.Boosted client referrals: Implemented a client needs assessment program, leading to a 148,000% YoY increase in asset referrals to Wells Fargo Advisors partners.Cultivated high-net-worth relationships: Identified unmet needs and developed personalized financial solutions for affluent clients and small business owners, exceeding expectations and building trust.Empowered teller team: Created and delivered an in-house training program, raising teller awareness of client needs and referral best practices, resulting in a significant increase in quality and quantity of advisor referrals.Championed team development: Mentored colleagues and spearheaded collaborative initiatives, fostering a culture of knowledge sharing and excellence. Recognized for dedication and expertise by both clients and colleagues.

Irving, Texas, United States

Thrived in a demanding full-spectrum environment: Managed client assets, conducted consultations, and crafted personalized financial strategies for individuals and businesses, exceeding client expectations in a high-pressure setting.Rapidly mastered complex processes: Quickly adapted to new procedures and leveraged expertise in CRM (Netx360), Excel, PowerPoint, and Living Balance Sheet programs to optimize client service and productivity.Built and maintained a loyal client base: Employed effective communication and needs assessment skills to acquire and retain clients, consistently exceeding book of business growth targets.Delivered bespoke financial solutions: Analyzed client goals and risk tolerance to design and implement customized investment plans, asset allocation strategies, and other financial planning solutions, exceeding client expectations.Cultivated lasting trust and positive feedback: Dedicated client service resulted in strong client relationships and consistently positive feedback, demonstrating a commitment to exceeding expectations.

Rolling Meadows, Illinois, United States

Proficiently managed a daily client portfolio of 30-40 brokerage and bank clients, providing responsive support and guidance for both self-directed and managed investment endeavors.Demonstrated commitment to professional development by actively pursuing licensure while maintaining client responsibilities. Transitioned to a blended role, devoting half of my time to diligently tackling PassPerfect's self-study program for FINRA Securities Industry Essentials and Series 7 exams.Strong self-management skills honed through the study track program, meticulously balancing client interactions with independent learning and exam preparation. Ultimately, secured both FINRA licenses through disciplined study and a dedicated work ethic.