Ryan Shea

Investment Philosophy

Our team focuses on developing a complete and robust understanding of each client’s unique financial picture. We help our clients develop, prioritize and work toward achieving the goals that matter most to them. We take great pride in being a reliable, dependable and trusted resource for the individuals, families and small business with whom we work. Investing takes time, patience and most importantly, the ability to set our emotions aside and act rationally.

Business Philosophy

As a financial professional, I focus my efforts on individuals, families and small businesses. I believe it is imperative to build a fundamentally sound financial plan from the ground up. Constant communication, education and oversight are the cornerstones in which my business is built. Markets are ever changing and often confusing. Having a plan in place is often the best way to ease some of the uncertainty.

About

• Graduate of The College of New Jersey – Bachelor of Science in Finance
• Obtained the CERTIFIED FINANCIAL PLANNERTM certification, which is granted by the CFP® Board of Standards. 
• Spent four years with the Prudential Investments mutual fund and separate account sales team before joining Merrill Lynch Wealth Management in 2017. While at Merrill Lynch I co-managed client balances in excess of $500M, and obtained the title of Vice President, Senior Financial Advisor. 
• Joined Private Wealth Strategies Group in 2023
• Holds FINRA Series 7, 66; Life & Health Licensed. 
• Enjoys playing golf and rooting for the New York Yankees and Giants. 
• Resides in Bordentown, New Jersey with wife, Jenna, and Mini Goldendoodle, Mickey.