Svp, Director Of Wealth Planning
Current
Jul 2021 - Present
AeroLeads people directory · profile
Ryan Halleran, Cap® Email & Phone Number
SVP, Director of Wealth Planning at D.A. Davidson Companies
at
D.A. Davidson Companies
1 work email found
@ubs.com
3 phones found area 314 and 425
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
SVP, Director of Wealth Planning at D.A. Davidson Companies
Location
Bellevue, Washington, United States
Who is Ryan Halleran, Cap®? Overview
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Quick answer
Ryan Halleran, Cap® is listed as SVP, Director of Wealth Planning at D.A. Davidson Companies at D.A. Davidson Companies, based in Bellevue, Washington, United States. AeroLeads shows a work email signal at ubs.com, phone signal with area code 314, 425, and a matched LinkedIn profile for Ryan Halleran, Cap®.
Ryan Halleran, Cap® previously worked as SVP, Director of Wealth Planning at D.A. Davidson Companies and Family Wealth Advisor, Advanced Planning Team Lead at Parcion Private Wealth. Ryan Halleran, Cap® holds Juris Doctorate, Business/Tax Law from University Of Idaho College Of Law.
Company email context
Email format at D.A. Davidson Companies
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*@ubs.com
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AeroLeads found 1 current-domain work email signal for Ryan Halleran, Cap®. Compare company email patterns before reaching out.
Profile bio
About Ryan Halleran, Cap®
CA Insurance Producer License #OI74528
Listed skills include Fundraising, Public Speaking, Research, Customer Service, and 29 others.
Current workplace
Ryan Halleran, Cap®'s current company
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5 roles
Ryan Halleran, Cap® work experience
A career timeline built from the work history available for this profile.
Family Wealth Advisor, Advanced Planning Team Lead
Ryan, along with the rest of the Cascade Group at UBS, founded Parcion Private Wealth in October of 2019. Prior to joining Parcion PW, Ryan worked with a Private Client Group Team with Wells Fargo Advisors in Arizona, focusing their practice on wealth planning, accumulation and transfer. As the Firm’s Advanced Planning Team Lead and Family Advisor, his role encompassed everything related to estate planning, tax mitigation, business succession planning and wealth transfer, along with individually developing comprehensive financial plans for the firm’s top clients and helping them make informed decisions through collaboration with their trusted advisors (CPA, attorney, etc.).
Oct 2019 - Jun 2021
Senior Wealth Strategy Associate, Planning Specialist
Ryan joined UBS in February of 2018. Prior to joining The Cascade Group of UBS, Ryan worked with a Private Client Group Team with Wells Fargo Advisors in Arizona, focusing on wealth planning, accumulation and transfer. As a Senior Financial Planning Strategist, his role included developing comprehensive financial plans and helping clients make informed decisions through collaboration with the clients’ trusted advisors (CPA, attorney, etc.).
Feb 2018 - Oct 2019
Financial Advisor
Through his disciplined management approach, Ryan worked closely with his clients to help them develop and maintain a healthy financial lifestyle.
Oct 2012 - Feb 2018
Financial Advisor
Constructed and managed tax-efficient, risk-adjusted, investment portfolios
Jun 2011 - Oct 2012
2 education records
Ryan Halleran, Cap® education
Juris Doctorate, Business/Tax Law
University Of Idaho College Of Law
Bachelor Of Science
University Of Washington
FAQ
Frequently asked questions about Ryan Halleran, Cap®
Quick answers generated from the profile data available on this page.
What company does Ryan Halleran, Cap® work for?
Ryan Halleran, Cap® works for D.A. Davidson Companies.
What is Ryan Halleran, Cap®'s role at D.A. Davidson Companies?
Ryan Halleran, Cap® is listed as SVP, Director of Wealth Planning at D.A. Davidson Companies at D.A. Davidson Companies.
What is Ryan Halleran, Cap®'s email address?
AeroLeads has found 1 work email signal at @ubs.com for Ryan Halleran, Cap® at D.A. Davidson Companies.
What is Ryan Halleran, Cap®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 314, 425 for Ryan Halleran, Cap® at D.A. Davidson Companies.
Where is Ryan Halleran, Cap® based?
Ryan Halleran, Cap® is based in Bellevue, Washington, United States while working with D.A. Davidson Companies.
What companies has Ryan Halleran, Cap® worked for?
Ryan Halleran, Cap® has worked for D.A. Davidson Companies, Parcion Private Wealth, Ubs, Wells Fargo Advisors, and Morgan Stanley Private Wealth Management.
How can I contact Ryan Halleran, Cap®?
You can use AeroLeads to view verified contact signals for Ryan Halleran, Cap® at D.A. Davidson Companies, including work email, phone, and LinkedIn data when available.
What schools did Ryan Halleran, Cap® attend?
Ryan Halleran, Cap® holds Juris Doctorate, Business/Tax Law from University Of Idaho College Of Law.
What skills is Ryan Halleran, Cap® known for?
Ryan Halleran, Cap® is listed with skills including Fundraising, Public Speaking, Research, Customer Service, Nonprofits, Insurance, Event Planning, and Public Relations.
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