Ryan F. Gravina, CFP®, TPCP®
Vice President, Wealth Manager
Ryan F. Gravina is a CERTIFIED FINANCIAL PLANNER™ and Tax Planning Certified Professional® at Monadnock Private Wealth at Steward Partners. Ryan works closely with clients to identify the most suitable and applicable planning strategies for each client’s unique situation, with a focus on adding value through a thoughtful and personalized approach. This includes in-depth analysis related to estate planning strategies, risk planning, portfolio construction, and incorporating tax-aware considerations into the financial planning process to help support more informed decision-making.
Ryan graduated from Bryant University with a Bachelor of Science in Business Administration, concentrating in Finance with a minor in Communications. He joined the financial services industry in 2017 and has worked professionally advising clients with Bank of America Merrill Lynch, Citizens Financial Group, Edward Jones, and Riverwalk Wealth Advisors.
Ryan adheres to the standard of excellence that CFP® professionals must meet, including rigorous education and training, ethical standards, and a commitment to serving his clients' best interests. As a Tax Planning Certified Professional® (TPCP®), he incorporates advanced tax planning strategies into the financial planning process, helping clients make more informed, tax-efficient decisions across all areas of their financial lives.
Starting at the early age of 11 years old after competing in a regional stock market challenge, Ryan has consistently stated his desire to work as a Financial Advisor and to work with his dad, Carl. In September of 2023, that dream came to fruition as he joined the team.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.