Kevin Ryan, CFP^®, ChFC^®

Designations and licenses

Kevin is a CERTIFIED FINANCIAL PLANNER® professional and holds the Chartered Financial Consultant® designation.

Experience and education

Kevin provides clients with comprehensive wealth management services to help them achieve their goals.

Prior to joining Mariner, Kevin was a financial advisor at Northern Trust, where he provided customized wealth management and investment advisory services to individuals and families. He developed and managed diversified portfolios aligned with clients’ long-term goals, risk tolerance and liquidity needs. Previously, Kevin was a financial consultant at Charles Schwab, where he provided personalized investment guidance, portfolio construction and retirement planning support. He partnered with clients to align their investments with their financial goals while delivering ongoing advice and relationship-focused service.

Kevin holds a bachelor’s degree in financial management from Clemson University.

Personal interests

Away from the office, Kevin enjoys golfing at Cordevalle, cheering for Clemson University sports teams, attending concerts at Shoreline Amphitheatre, checking golf courses off his bucket list with friends and family and going to the beach.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.