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Ryan Roark

Operations Associate

Professional Approach and Experience:

Ryan serves the needs of Financial Advisors and clients alike by ensuring that services are completed with accuracy and efficiency. He is one of our Operations Associates and assists the paraplanners with clients’ needs including, but not limited to, the creation of new accounts, account changes and any other common service requests. As a recent graduate from the University of Mississippi, he looks forward to growing his financial industry knowledge. Ryan's experience in customer service promotes a smooth customer experience with attention to detail and enthusiasm.

Ryan provides administrative support services only.


Academic Achievements Include:

  • Bachelor of Business Administration in Finance with a minor in Mathematics

  • SEC Academic Honor Roll

Life Outside of Business:

Ryan grew up in Fayetteville, Arkansas and decided to return after graduating from college where he was a pole vaulter on the track team. In his free time, Ryan enjoys golfing, going to the gym, and playing pickleball. He loves going to eat sushi with his friends and spending time at the beach. Ryan now works to continue his education in the field of finance to develop his professional experience.

Ryan Roark
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