Ryan Tomer, CFP®, CTFA

Senior Financial Planner

Ryan is a CERTIFIED FINANCIAL PLANNER™ professional with over 17 years Financial Planning and Insurance experience. He graduated from Salem State College with a Bachelor degree in Political Science. Ryan holds the Certified Trust and Financial Advisor (CTFA) designation. He is a Registered Representative of Kestra Investment Services, LLC currently holding a Series 7 (General Securities Representative) and Series 63 (Uniform Securities Agent State Law Examination) registration. Ryan is also a licensed agent for life, health and variable annuity contracts in Florida.

Prior to relocating to the Tampa Bay area from Massachusetts and joining ProVise Management Group, LLC, Ryan worked as a Wealth Manager for USAA Wealth Management providing financial planning to USAA’s high net worth military members and specializing in military benefits. Ryan served 6 years in the Army Reserve/National Guard as an indirect fire support gunner.

Ryan currently lives in Wesley Chapel, FL with his wife Elizabeth and three children, Avery, Trenton and Jaidyn and enjoys spending time with family, coaching baseball, running and playing basketball.