Ryan Roe
Chartered Financial Consultant (ChFC®) · Chartered Retirement Plans Specialist (SM) – CRPS® · Certified Plan Fiduciary Advisor (CPFA®)
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About Me
Ryan.
Roe@marshmma.com | 314-594-2486 (O) 314-886-1697 (C) Ryan is a Retirement Services Consultant with Marsh & McLennan Agency’s Retirement Services team – St. Louis office. Ryan has been with MMA Retirement Services since July of 2022 and brings 18 years of broad finance experience with a focus on retirement plans. Ryan works in a consultative and advocate role for clients to assist with optimizing their retirement programs, including plan design, fee benchmarking and analysis, investment selection and monitoring, and participant engagement and education. Ryan received his bachelor’s degree from the University of Iowa. Ryan holds the Chartered Financial Consultant (ChFC®), Certified Plan Fiduciary Advisor (CPFA®), & Chartered Retirement Plans Specialist (CRPS®) designations, the Producer’s Health & Life & Property & Casualty Licenses, in addition to FINRA Series 6, 7, & 63 licenses.
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Credentials
Chartered Financial Consultant (ChFC®), Chartered Retirement Plans Specialist (SM) – CRPS®, Certified Plan Fiduciary Advisor (CPFA®)
Chartered Designations
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Disclosures
Securities and investment advisory services offered through MMA Securities LLC (MMA Securities), member FINRA / SIPC, and a federally registered investment advisor. Main Office: 1166 Avenue of the Americas, New York, NY 10036. Phone: (212) 345-5000. Variable insurance products distributed by MMA Securities LLC, CA OK 81142. Marsh & McLennan Insurance Agency LLC and MMA Securities LLC are affiliates owned by Marsh & McLennan Companies. Investment advisory services for MMA Prosper WiseSM are offered solely as a Registered Investment Adviser through MMA Securities. Certain of our investment adviser representatives are registered representatives of MMA Securities. A copy of our written disclosure statement discussing our advisory services and fees is available for your review upon request. Please consult a tax professional for specific tax inquiries and recommendations. MarshMMA.com