Ryan Zimmerman, CFP®, AIF®
Financial Advisor, Senior Associate
Ryan joined MSA Financial after first spending 14 years with Raymond James and Deutsche Bank Securities. During his time at both firms, he worked with a wide variety of clients, including individuals, small business owners, large institutions, and retirement plans to help meet their financial objectives through comprehensive investment strategies.
At MSA Financial, Ryan enjoys helping clients identify and prioritize goals and develop customized strategies to accomplish them. Throughout the process, risk management is a central theme, and reaching a solution that provides clients the confidence they desire in their financial planning decisions.
Ryan earned the Accredited Investment Fiduciary® designation in 2011 and subsequently achieved his CERTIFIED FINANCIAL PLANNER® certification in 2017. Ryan holds the Series 7 (FINRA General Securities Representative), Series 66 (NASAA Uniformed Combined State Law Exam), Variable Life and Annuity, and Massachusetts Individual Insurance Producer’s licenses. Ryan graduated from Villanova University with a Bachelor of Science in Business Administration with concentrations in both Finance and Accounting.
Ryan lives in Hingham with his wife, two daughters, and their Labrador retriever, Bailey. He loves spending time with his family, coaching his daughter’s soccer team, and running.