Summary
Overview
Work History
Education
Skills
Certification
Interests
Timeline
Generic

Ryan Taylor

Euless,TX

Summary

Dynamic financial planner with proven leadership at Spectrum Financial Group, excelling in strategic financial planning and client relationship development. Expert in wealth management and asset allocation, I have successfully crafted personalized financial strategies that enhance client satisfaction and drive portfolio growth. Committed to mentoring teams and fostering professional development.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Financial Planner and Managing Associate

Spectrum Financial Group
06.2025 - Current
  • Assisted clients in identifying financial goals and objectives.
  • Conducted research on investment options to support client decision-making.
  • Prepared financial documents and reports for client meetings.
  • Supported the development of personalized financial plans based on client needs.
  • Maintained up-to-date knowledge of industry trends and market conditions.
  • Utilized financial planning software to analyze data and generate insights for clients.
  • Mentored junior team members to enhance their understanding of financial planning principles and best practices.

District Manager and Financial Advisor

Lemnis Capital
11.2022 - 06.2025
  • Developed personalized financial plans aligned with client goals and risk tolerance.
  • Conducted in-depth market analysis to inform investment strategies and recommendations.
  • Cultivated strong client relationships through regular communication and tailored financial advice.
  • Assisted clients in understanding complex financial products and services for informed decision-making.
  • Monitored portfolio performance and adjusted strategies based on changing market conditions.
  • Mentored junior staff, fostering professional development and knowledge sharing within the organization.

Retail Manager

Costco Wholesale Corp
04.2007 - 10.2022
  • Supervised daily operations to ensure efficient store performance and optimal customer satisfaction.
  • Trained and mentored staff on sales techniques and product knowledge to enhance team effectiveness.
  • Implemented inventory management systems to streamline stock control and minimize discrepancies.
  • Analyzed sales data to develop strategies that improved overall store revenue and customer engagement.
  • Resolved customer inquiries and complaints promptly, fostering a positive shopping experience.
  • Monitored employee performance, providing feedback for continuous improvement in service delivery.
  • Developed merchandising displays that increased product visibility and influenced purchasing decisions.

Education

Chartered Financial Consultant, CHFC® - Financial Planning

The American College of Financial Planning

Skills

  • Leadership qualities
  • Teamwork orientation
  • Client relationship development
  • Sales skills
  • Insurance planning
  • Strategic financial planning
  • Wealth management
  • Asset allocation
  • Portfolio management
  • Retirement planning

Certification

  • ChFC - Chartered Financial Consultant
  • Credentialed Holistic Financial Coach
  • Finra Series 7, 66, and 24
  • General Lines Insurance Producer
  • Certified Level 1 CrossFit Coach

Interests

  • CrossFit
  • Golf
  • Pickleball

Timeline

Financial Planner and Managing Associate

Spectrum Financial Group
06.2025 - Current

District Manager and Financial Advisor

Lemnis Capital
11.2022 - 06.2025

Retail Manager

Costco Wholesale Corp
04.2007 - 10.2022

Chartered Financial Consultant, CHFC® - Financial Planning

The American College of Financial Planning

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