Ryan Frank, CFP^®, ChFC^®

Vice President

Vice President with Moran Wealth Management^® since 2014, Ryan earned her B.S. in Business Administration from the University of Florida and obtained her CFP^® certification in 2017.

She is committed to maintaining client relationships through advice, guidance and service, conducting needs analyses, and creating and reviewing investment plans. As a CFP^® professional, she is knowledgeable in numerous areas of planning including retirement and income planning, investment and risk management planning, tax and estate planning strategies and education. As a Financial Consultant, she aims to take a holistic, personalized approach to help bring all the pieces of a client’s financial life together.

Ryan was born and raised in Maine and enjoys a multitude of outdoor activities including running, skiing, hiking and playing soccer. In her off time she enjoys reading, learning new languages, traveling and attending Gator football games to support her Alma Mater.

(239) 920-4414  |  Ryan.Frank@MoranWM.com