Ryan Murray
Germantown,TN
Summary
Results-driven VP, Wealth Planner with expertise in relationship building, team leadership, and strategic financial planning. Proven track record in client satisfaction and generating organic referrals through meaningful family planning conversations.
Overview
1
1
Certification
23
23
years of professional experience
Work History
VP, Wealth Planner
Fidelity Investments
Germantown, TN
05.2018 - Current
- Launched inaugural WP role through strategic advisor partnership.
- Achieved high rate of WP referrals, serving 200 high-net-worth families.
- Positioned Fidelity Wealth Services Management within complex financial plans for improved client outcomes.
- Introduced relationship-based practices emphasizing vulnerability and transparency to support complex family financial decisions.
Financial Consultant
Fidelity Investments
Germantown , TN
01.2015 - 05.2018
- Advised clients on risk management, asset allocation, portfolio diversification, and tax planning strategies.
- Collaborated with investment teams to develop tailored asset allocation strategies for clients.
- Conducted regular portfolio reviews to evaluate performance and recommend strategic adjustments.
- Created basic financial plans aligned with individual client objectives.
- Educated clients on relevant market trends and investment options to enhance decision-making.
- Utilized financial software for effective portfolio management and reporting.
Investment Consultant
Fidelity Investments
Germantown, TN
02.2012 - 01.2015
- Developed personalized investment plans that align with client goals.
- Advised clients on investment strategies and portfolio allocations.
- Reviewed and updated client portfolios based on market conditions and performance.
- Built strong relationships with clients through regular communication and support.
Financial Representative
Fidelity Investments
Covington , KY
03.2008 - 02.2012
- Adopted Fidelity client-first values and behaviors to enhance client service experience.
- Educated clients on investment options and financial products to promote informed decision-making.
- Delivered exceptional customer service through hundreds of daily interactions with clients.
- Provided exceptional service and support to clients during Great Financial Crisis.
Financial Representative
Northwestern Mutual
Las Vegas, NV
08.2007 - 01.2008
- Educated clients about various insurance products and coverage options available.
- Assisted clients in completing insurance applications and documentation accurately.
- Successfully passed all exams to obtain Series 6, 63, life and health insurance licenses
US Air Force Senior Airman
US Air Force - Nellis
Las Vegas, Nevada
07.2003 - 07.2007
- Loaded live and inert bombs, missiles and rockets onto F-16 fighter jet in accordance with Advanced Fighter Pilot Weapons School training schedule
- Worked within a 3 person team to ensure F-16 weapons and systems met daily training schedule requirement
Education
Bachelor of Arts - Mathematics
Western Kentucky University
Bowling Green, KY05-2005
Skills
- Client engagement strategies
- Financial plan execution
- Team-oriented leadership
- Expertise in estate and tax planning
- Effective communication of complex ideas
Certification
- Certified Financial Planner
Timeline
VP, Wealth Planner
Fidelity Investments
05.2018 - Current
Financial Consultant
Fidelity Investments
01.2015 - 05.2018
Investment Consultant
Fidelity Investments
02.2012 - 01.2015
Financial Representative
Fidelity Investments
03.2008 - 02.2012
Financial Representative
Northwestern Mutual
08.2007 - 01.2008
US Air Force Senior Airman
US Air Force - Nellis
07.2003 - 07.2007
Bachelor of Arts - Mathematics
Western Kentucky University