Ryan R. Morrissey is a Wealth Advisor affiliated with Northstar Wealth Partners. He serves client through holistic financial planning, disciplined investment strategies, and proactive personal service. His passion lies in helping his clients pursue their goals and dreams. His key to success is the personalized one on one time he spends with each client to make sure they and their families are in the best possible financial position.

Ryan’s began honing his core beliefs after he graduated from the University of Delaware with a bachelor’s degree in Economics. In 2001 he started his career with Morgan Stanley and spent nine years there as a Financial Advisor. While at Morgan Stanley he grew a tremendous amount but realized in 2009 he could better serve his clients by being an independent Financial Advisor. That is when he affiliated with Northstar Wealth Partners and opened his office in North Haven.

Ryan is a frequent speaker on retirement planning, investments, social security, long term care, and Medicare. He teaches continuing education classes on these topic at local colleges and universities.

He has earned the designations of CERTIFIED FINANCIAL PLANNER™ Practicioner, Chartered Financial Consultant, Chartered Life Underwriter, and Chartered Mutual Fund Counselor. All these sought-after designations required advanced coursework in taxes, retirement planning, estate planning, investments, risk management, and other financial planning issues, and reinforce his commitment to both his clients’ and his own level of professionalism. Maintaining these designations demands a rigorous program of ongoing education and adherence to a strict code of ethics, which he is proud to uphold.

Ryan serves clients from many different backgrounds. However what they share in common is the desire to have a personal wealth advisor. Many clients come to Ryan without a comprehensive financial plan. Ryan believes that after his clients go through his planning process they are better prepared for retirement.

Ryan grew up in Cheshire, Connecticut and lived in Newark, Delaware for 8 years after graduating from the University of Delaware. He returned to Connecticut in 2008 and now resides in New Haven, CT. Ryan enjoys spending time with family, golfing, attending UConn sporting events, and reading.

For more information please visit www.retirewithryan.com

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