Experience

Makes all the difference

Ryan Balon

Vice President–Wealth Management

Senior Wealth Strategy Associate

Ryan has over 20 years of experience in the financial industry dedicated to serving the financial needs of a select number of wealthy individuals and families.

He believes comprehensive planning is integral to achieving client's long-term goals and is dedicated to guiding his clients through the complexity of the financial markets. Ryan does this by providing a guided and personalized investment strategy to help clients make educated and responsible financial decisions to help support them for the rest of their lives.

Ryan attended Suffolk University Class of 2003 with a major in business and minor in marketing and lives in Cumberland, RI with his wife Ashley, daughter Mackenna and golden retriever Hudson.

He is an avid tennis player and enjoys traveling and spending time with his family.

Registered States:
  • AK
  • CA
  • CO
  • CT
  • DE
  • FL
  • IL
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WV
One Post Office Square
35th floor
Boston, MA 02109

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Susan Carrai

Senior Client Associate

Sue has 35 years of experience in the Financial Services industry, the last 17 of which she has been working with The Haynes Group at UBS. She holds the Series 7, 8 and 63 licenses. Her primary focus is in providing exemplary client service. She excels at meeting the various and complex administrative needs of clients in today's financial world. Sue lives on the North Shore of Boston. In her spare time, she is a professional violinist and enjoys walking, reading, volunteering at charity events, and spending time on Cape Cod with her family.

Registered States:
  • AK
  • CA
  • CO
  • CT
  • FL
  • IL
  • KY
  • MA
  • MD
  • ME
  • MN
  • MO
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WV
One Post Office Square
35th floor
Boston, MA 02109

Email Me