Private Wealth Management

 
Mayflower_766

Ryan Foley

APMA®, CRPC®

Senior Wealth Manager

Ryan Foley, APMA®, CRPC®, joined the Mayflower team in 2018. He offers holistic financial planning advice to his clients and specializes in retirement income and wealth preservation strategies. Ryan enjoys helping each client create and preserve wealth to fund their own unique goals—such as buying a home, funding college, building a retirement nest egg or starting a new business.

With prior experience in the insurance field, Ryan is an asset to the Mayflower team serving as a specialist in protection planning for many of our firm’s clients. Ryan is also a member of the Investment Committee, which works to develop Mayflower’s custom portfolio solutions for individuals and endowments.

Investment has been a lifelong passion of Ryan’s as he watched his father, Brian, serve clients and build lifelong relationships. Upon entering the financial services field in 2011, Ryan felt it important to blaze his own trail: He developed a background in financial planning while working as an Associate Financial Advisor with Rise Private Wealth Management. He later joined John Hancock as a life insurance internal wholesaler, providing sales and case management support. In 2019, Brian Foley joined his son, Ryan, to partner and combine their multi-generational talents and resources at Mayflower Advisors.

Ryan is a graduate of Shrewsbury’s Saint John’s High School and received his Bachelor's in Business from Saint Anselm College. A resident of East Greenwich, RI, Ryan and his wife, Lannon, enjoy the beach and dining at the many local restaurants. In his spare time, he spends time reading, listening to music and spending time with family and friends. Ryan is an avid Patriots fan.

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Designations, Registrations & Licenses

  • Accredited Portfolio Management AdvisorSM (APMA®)
  • Chartered Retirement Planning CounselorSM (CRPC®)
  • Series 7, 63 and 65 Securities Registrations
  • Life, Accident and Health Insurance Licenses