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Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Ryan Morris

Ryan is a trusted Financial Advisor and member of the SmartPro Financial team. His passion is working directly with clients to simplify their financial picture and develop a comprehensive, easy-to-follow plan that will allow them to accomplish their goals.

Ryan believes in Dave’s principles and follows them both in advising and in his personal life. He firmly embraces “having a heart of a teacher” and always focuses on education when working with clients. He is a fiduciary, and always does what is in the best interest of his clients.

Prior to joining SmartPro Financial, Ryan worked in the energy industry for nearly 10 years. He has held various positions in engineering, project management and business development. Most recently, he has worked in project development, mergers and acquisitions, and project investing. Using his prior experiences, Ryan applies his planning and financial skills to help his clients.

Ryan holds a Bachelor of Science degree in Civil & Environmental Engineering and a Masters degree in Business Administration with a concentration in Finance from the University of Massachusetts.

He and his family live just outside of Portland, Maine. In his free time, he enjoys skiing, golf and spending time with friends and family.

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More About Ryan:

  • Home office in Portland, Maine
  • Series 65 Licensed
  • Education – Engineering, MBA – Finance
  • Favorite Sports Team: New England Patriots
  • Hobbies: Golf, Skiing, Hiking

Locations Served

Contact

  • ryan.morris@smartprousa.com
  • 207.776.1003

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPCPlease reference your advisor's specific bio page on this website, for specific states they are licensed as Registered Representatives in. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and SmartPro Financial are not affiliated. For Advisory services, this communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY.

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