R. Brown

Ryan Brown

Managing Director & Senior Wealth Advisor

Cincinnati, OH

Novi, MI

Ryan is a managing director and senior wealth advisor, as well as a member of the Private Client and High-Net-Worth Group within our Cincinnati and Indianapolis locations. Ryan also has experience in the analysis of mutual fund alternatives and strategic asset allocation. He provides portfolio management services and financial planning to individuals and families. He has experience in investment management and financial planning for retirees and has worked with retirees from Procter & Gamble. Ryan has over 12 years of experience in the investment management industry. He was named a Five Star Wealth Manager in Cincinnati Magazine by Five Star Professional every year from 2013-2017.

 

Prior to joining Mariner Wealth Advisors, Ryan was a senior investment specialist at Charles Schwab & Company where he advised clients, customized their investment portfolios and helped them to determine an appropriate asset allocation based upon their financial needs and goals.

Ryan is a member of the Planned Giving Committee of the Cincinnati Zoo, a trustee on the Board of The Springer School & Center, trustee on the Board of Cincinnati Playhouse in the Park and trustee on the Board for Cincinnati Union Bethel, where he serves on the Finance & Audit Committee. He is a past trustee of Big Brothers and Big Sisters of Cincinnati.

Ryan received a Bachelor of Arts degree in business administration from MidAmerica Nazarene University and holds an Executive Certificate in Financial Planning from Xavier University.

 

 

The Five Star Wealth Manager award is given by Five Star Professional. To receive the award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria, including registration as an investment advisory representative, employment as a credentialed professional in the financial services industry for a minimum of five years, favorable regulatory and compliant history, firm review based on internal firm standards and accepting new clients. The award is not indicative of the wealth manager’s future performance. Wealth managers do no pay a fee to be considered or placed in the final list of Five Star Wealth Managers.