Ryan Morrissey
Wealth Advisor | Podcast Host | Financial Speaker & Educator
- Role
- Principal Wealth Advisor at Morrissey Wealth Management
- Location
- North Haven, CT, US
- LinkedIn followers
- 500 followers
About Ryan Morrissey
Ryan R. Morrissey is a Wealth Advisor and owner of Morrissey Wealth Management. He…
Experience
Principal Wealth Advisor
Jan 2018 — Present · North Haven, CT, US
Ryan has over 19 years of experience in wealth management. He specializes in retirement planning and investment management. He helps clients to put a plan together for retirement and manage their investments along the way. As a fee-only fiduciary, he works with clients on a fee basis (free from commissions). Ryan is also a frequent speaker on retirement planning, investments, social security, long term care, and Medicare. He teaches continuing education classes on these topic at local colleges and universities. He is also the host of Retire With Ryan Podcast This weekly podcast helps people approaching retirement understand the many issues to consider.
Education
University of Delaware
BA, Economics
1997 — 2001
Skills
- Life Insurance
- Medicare
- Social Security
- Long Term Care Insurance
- Retirement Planning
- Wealth Management
- Estate Planning
- Alternative Investments
- Investment Management
- Investment Advisory
- Personal Financial Planning
- Disability Insurance
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