William F. Ryan, Jr.
William F. Ryan, Jr. founded WFR Financial Planning & Insurance in 1995.
Bill has been associated with the John Hancock Financial Network (JHFN) and Signator Advisory Group, which was recently acquired by Royal Alliance Associates, Inc., for over 30 years. After a four year tour of duty with the U.S. Air Force during the Vietnam War, Bill graduated from Bunker Hill Community College, in historic Charlestown, MA, with an Associate in Arts degree. He enhanced his education by obtaining the CLU and ChFC designations through The American College in Bryn Mawr, Pennsylvania and is currently enrolled in the Certified Financial Planner program through Boston University.
Professional Designations
- Chartered Life Underwriter (CLU), The American College
- Chartered Financial Consultant (ChFC), The American College
Professional Associations
- Million Dollar Round Table (MDRT)
- National Association of Insurance and Financial Advisors (NAIFA)
- Society for Financial Service Professionals (SFSP)
Civic Organizations
- Chapel Hill-Chauncy Hall School- Member of Board of Trustees
- Chapel Hill Chauncy Hall School -Investment Committee Chair
- Chapel Hill-Chauncy Hall School- PastTreasurer
- Chapel Hill-Chauncy Hall School- Past Finance Committee
- Chapel Hill-Chauncy Hall School- Past Development Committee
- Lakesider's Toastmaster's International- Past President
- ELCA Budget Committee - Past Chairman
- Melrose Camera Club - Past President
- Reading Art Association - Past President
Award Disclosures:
Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year and is not based upon performance or returns experienced by any client, or opinions of the advisor's clients or former clients. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.