David Ryan

Vice President

David completed his bachelor's degree from the Florida Institute of Technology and has extensive experience in management, insurance, customer service, employee education and training, and consumer finance. David is a Chartered Special Needs Consultant™ and a Certified Financial Planner ™ Professional completing his Certificate in Financial Planning from the Florida State University. He is licensed in life, health and variable insurance, and certified in Long Term Care Planning, and holds the FINRA Series 7 and Series 66 registration with LPL Financial. 

In addition to comprehensive financial planning, David offers financial planning to individuals and families who are affected by disability. David provides financial planning specific to these unique circumstances as well as provides assistance locating appropriate resources.  David's belief that giving back to community is a responsibility is demonstrated through serving on local non-profit boards, promoting financial literacy and education, participating in local fundraisers, as well as being an active member of the Indialantic Rotary Club. David's extensive background, coupled with his dedication to the core values of our firm, ensures that our clients' interests always come first and provide the foundation for a sound financial relationship. David and his wife, Karie, have four children and are longtime residents of Indialantic. In his spare time David enjoys cycling, sports, travel, and spending time with his family.