Ryan Lenahan Email and Phone Number

Branch Manager for our primary location in Tucson in La Paloma and oversee our satellite office in Green Valley. Focused on doing what is right for clients and team members...always. If you are an individual looking to move your business to a company that can help you grow and focus on all aspects of wealth management for your clients, please feel free to contact me in full confidentiality. I have spent an entire career of helping individuals and teams build, manage, protect, and transition their advisor practices by executing on the highest level of service engagement while focusing in the four cornerstones of Wealth Management. I am always available for a discussion to help you learn more of what we offer.

Focused on leading brokerage activities and office goals through active coaching, recruiting, and expense management while managing the regulatory supervision of Financial Advisors. We have access to and work with various affiliates of Wells Fargo Advisors including the Regional Bank, Regional Commercial Bank, Business Banking, The Private Bank, and other lines of business.

As a Producitivty Consultant for Wells Fargo Advisors (WFA), I help Financial Advisors succeed by directing them through the various Managed Money/Advisory solutions that are offered through the WFA platform while coaching them on how to implement a sound Investment Planning process with their clients. Furthermore, I hold Practice Management Seminars for Financial Advisors to help them understand how to run a more efficient practice implementing the 80/20 rule and enhance tiered service level matrices. Finally, I work extensively with local management in our various business channels (Private Client Group, Wealth Brokerage Services, and our Independent Financial Network) throughout the states of CA, NV, AZ, and NM to help drive Firm initiatives around Best Practices.

Top financial brokerage firm in the nation that excels in servicing Financial Advisors and their clients. The National Sales Division seeks to increase each Financial Advisors revenue and productivity growth year after year through access to lending through Wells Fargo affiliates, retirement planning, and advisory based service.Selected AchievementsChosen by peers as one who best stood as a representative for the Internal Business Development Group.Consistently exceeded call and contact expectations and all assigned tasks.Asked to be part of focus groups that revolved around monitoring IBDC productivity and maximizing SmartStation functionalities.Successfully helped AG Edwards financial advisors convert to the Wachovia Securities platforms and system utilizations.

Leading mortgage brokerage organization focused on growth and profitability through innovative Sales and Marketing techniques, enhancing the production of residential and commercial mortgages.Selected AchievementsChosen Employee of the Year two years running by unanimous vote. Promoted to Team leader. Developed with senior management a branding campaign, which captured $3 million in annual revenues Established a new territory and generated applications by 27%+, grew A+ client base by 34% +, and increased incremental revenues to $3 million per year by executing successful mass direct sales campaign that targeted specific customers one-on-one with special offers. Generated $5 million per year in revenue with a successful 100% pull through ratio. Gross margins per client of 2.65% exceeded company averages. Secured and retained new and existing clients despite heavy competition. Entrepreneurship; Analyzed and reviewed all financial statements, order/shipping software, and warehouse configuration for a successful Christmas retail and wholesale sellers of holiday ornamentation. Worked closely with Donald R. Clarke, former CEO of Lord and Taylor, to accomplish cost cutting and hiring/firing of employees. Prepared SWAT analysis and report on barriers of entry for expansion into varying regions of the United States. Selected AchievementsFormulated 10 corporate suggestions, 7 instituted by Corporate within one year.Suggested new warehouse configuration was immediately implemented and led to heightened organization and cut down on order to shipping turnaround times.

Lead and instructed over 140 missionaries throughout Northwestern France. Managed 13 regions and worked closely with the President of organization. Established and organized conferences in each region on a quarterly basis whose purpose was to train volunteers in basic French; presentation skills; and teaching practices. Fluent in French.