Ryan J. Moffitt
Ryan is a graduate of the University of Utah with a B.S. degree in Economics and has worked in the securities and financial planning industries for over 10 years. During that time, Ryan has worked for E*Trade Financial and is a founding member of the Moffitt Wealth Management Group. He is licensed with FINRA as a General Securities Representative.
Ryan’s work at E*Trade included specialized training in all aspects of securities business as well as work on the Research & Resolution Team where he handled complicated tax and retirement related issues that could not be resolved through conventional channels. As a Senior Representative on the Tax & Retirement Team, he worked closely with E*Trade clients on retirement needs analysis, tax issues relating to retirement, and implementation of a variety of tax and retirement strategies in client portfolios. As part of the Tax & Retirement team he completed the BISYS courses for the Certified IRA Services Professional designation.
As part of the Moffitt Wealth Management Group, Ryan works jointly with Mark Moffitt to assist each client in achieving their financial goals. He is responsible for all trading activities and oversees the logistics of implementing our tactical strategies which are the cornerstone of our portfolio management. Together with Mark Moffitt, he is involved daily in analyzing market data, economic trends, coordinating research activities and development and modification of low-volatility investment strategies that are found in each client’s account. He oversees all technology aspects of the practice.
He is actively involved in church and civic activities and has worked as a youth mentor. He is a regular Blood and Platelet donor with the American Red Cross as well as an advocate for life saving Organ Donation. He is married and has two children and enjoys many outdoor recreational activities.