Ryan Stephenson
Ryan Stephenson
About Me
Ryan is a Senior Financial Advisor with 16 years of experience currently serving the Capital Square and Sherman Avenue areas. Whether his clients are saving for retirement, their children or grandchildren’s college fund, or preparing to retire, Ryan helps clients determine specific investment directions to help keep them on track to achieving their financial goals.
Prior to joining the BMO Investment Services team, Ryan was a Vice President with DWS Investments/Deutsche Bank. He worked with advisors throughout the country to better understand the investment products they provide their clients and improve the overall client experience. Ryan earned a Bachelor of Arts degree in business administration from the University of Wisconsin. He holds securities licenses 6, 7, 63, and 65, held through LPL Financial along with his life, health, and annuity insurance licenses.
Ryan lives in Madison with his wife and two children, Polly and Tucker. Along with his wife, he recently picked up the game of tennis and platform tennis to distract himself from his below-average golf game. Ryan enjoys basking in the glow of the 2016 Chicago Cubs World Series win and answering the never-ending questions from his inquisitive kids!
Services offered
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management