Ryan Duffy is the firm’s Disability Insurance Specialist, overseeing our national house-staff programs. Ryan has been working in the financial services industry since 2012, with experience in both banking and private wealth management. Ryan is passionate about financial success and his ability to share his knowledge and dedication to helping physicians take the right steps in the early part of their career.
Ryan believes that impactful relationships with clients are imperative and he takes pride in having the ability to work independently and to develop the most competitive solutions for his clients while being able to explain them in a straightforward manner. When asked why he chose to work with Integrated WealthCare, he references the firm’s mission to bring sophisticated financial solutions to the medical community, in a simple, concise format and the alignment with his own ethos.
Originally from New England, Ryan is now based in Austin, Texas where he enjoys the local culture, weather, food and music.
Ryan holds his life, health and disability insurance licenses, his Series 7, 63 and 65 securities licenses, and is currently working on becoming a Certified Financial Planner®.