I support our clients by delivering financial planning advice and managing client accounts in order to help clients get the best out of life. My mission is to help improve financial literacy and services for people in all stages of life. We are passionate about viewing wealth from your perspective, to help you achieve success on your terms, Where You Stand.® Our services are based on your personal situation—your values, beliefs, preferences, and the degree to which you want to be involved in the planning process. We incorporate multiple generations into the planning process, where applicable, to foster guidance and education for all members of the family. Searcy Financial Services, Inc. i
Ryan Brooke
Chief Investment Officer
Searcy Financial Services Inc
United States, Missouri, Lees Summit
About Me
Profile Information
Chief Investment Officer
Searcy Financial Services Inc
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Lees Summit
Missouri
United States
Sep 2, 2024
Work Experience
Searcy Financial Services Inc
Chief Investment Officer Sep 2014 - Present
Email: ryan@searcyfinancial.com
More profiles to browse
Jessica Kmetty
President & Chief Executive Officer
Marc Shaffer
Principal, CFO
MJ
Michael J. Searcy
Founding Advisor
You Might Like
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
PM
Prtima MISHRA1
Software Engineer
PA TEST
PG
Patricia Gee
Operations
Manhattan Family Office
BW
Bill Wood
Managing Member, Principal
Nova R Wealth