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Ryan Lacedonia, CFP® CRPC®

Ryan Lacedonia, CFP® CRPC®

Weath Management Consultant

Ryan Lacedonia has been in the financial services industry for 15 years. He is a graduate of the University of Miami.  Ryan also was a member of the Hurricanes football team.  After graduating from the University of Miami, Ryan relocated to New York and began working under the tutelage of hedge fund manager Mario Gabelli. Ryan started his career with Gabelli in institutional sales and research; he then moved to the client facing side of the business with a focus on retirement planning.

 

In 2014, Ryan moved to Tampa, Florida and started working as a financial advisor, serving the greater Tampa Bay area. He most recently worked for TIAA-CREF as a Wealth Management Advisor, assisting clients in building complex retirement plans and strategies. Ryan assists his clients in developing holistic plans that focus on efficient income drawdown strategies, diversified asset allocation plans and absolute estate plans and legacy strategies.

 

Ryan has a keen interest in establishing disciplined and unemotional investment strategies and retirement plans. “I always refer to a quote from famed economist Benjamin Graham” ‘The best way to measure your investing success is not by whether you’re beating the market but by whether you’ve put in place a financial plan and a behavioral discipline that are likely to get you where you want to go.’

 

With the resources and team support of Equitable Advisors, and the Private Client Group Partners, Ryan is able to help clients execute customized strategies in Wealth Protection and Risk Management, Investments, Retirement, Business Continuation, and Wealth Transfer.

Ryan holds a series 7 and 66 registration along with a Life and Health Annuities license. He also holds the Chartered Retirement Planning Counselor designation and will be sitting for the Certified Financial Planner exam in July 2022.