Ryan Daly, CRPC™

With more than a decade of experience in financial services, Ryan Daly specializes in guiding high-net-worth clients through complex financial decisions with a focus on trust, transparency, and long-term alignment. His practice blends technical precision with a deep appreciation for each client’s personal and financial goals. He brings this relationship‑centered approach to each family he works with, building trusted partnerships while structuring a path around their unique financial journeys.

Prior to his current role, Ryan served as a Merrill Lynch Wealth Planner and Analyst, developing expertise in tax-loss harvesting, concentrated stock management, and portfolio diversification strategies. His insight into retirement planning, income optimization, and legacy preservation reflects a disciplined, client-centered approach shaped through advising families during pivotal financial transitions.

Ryan earned a Bachelor of Arts in Public Administration from Auburn University, and he holds the Chartered Retirement Planning Counselor℠ (CRPC®) designation. Outside the office, he enjoys time with his wife, Tessa, and their two sons, Davis and Mason, and is actively involved at East Cobb Church.