portrait of Ryan B Clay
FINANCIAL ADVISOR
New Client Waitlist
Serving clients with $750,000
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About Ryan

While working for nearly a decade with business owners and their families, I believe retirement should be the pinnacle of enjoyment, ongoing growth and success. People have many assets beyond financial success – life satisfaction, personal growth, education, business acumen and so much more. These real needs are often overlooked within the world of financial services. Our proprietary approach considers our clients' many assets to personalize their path forward.

Our Approach: Does retirement sound dull and meaningless? What will you do with your knowledge, energy and business experience? Financial independence alone doesn't bring happiness and the financial services industry tends to...

Focus Areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Retirement Income Strategies
  • Employee Stock Options
  • Estate & Legacy Strategies
  • Intergenerational Planning

Work History

  • Edward JonesSeptember 2014 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Lindenwood UniversityMasters
  • Lindenwood UniversityBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Golfing
  • Book Collecting
  • Pets

Team Members

  • Vicente Espinoza
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

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