Your family. Your business. For generations.

Private Wealth Management

A team you can trust

Located in the historic Rocky River Bridge Building, The Ryan Wealth Management Group has been serving the city of Cleveland and its national clientele for over three decades. 

Every day we have worked hard to reward the trust of the organizations, families, and individuals that have chosen to work with us. In fact, many of our clients have found us by way of referral—we think a reflection of the value we provide, fees and costs that are fair and transparent, and a service model that puts your needs first. We hope that as our client, you will clearly see the difference that working with us and UBS can make.

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Business owners: transition and succession planning

Business owners: transition and succession planning

Women: helping you take charge

Women: helping you take charge

Multi-generational family: the next generation of leaders

Multi-generational family: the next generation of leaders

Experience makes all the difference

The Ryan Wealth Management Group has been serving clients for over three decades. As a family, team-oriented wealth management practice - we take pride in the service we provide and hold each other accountable to deliver each client a first-class experience.

  • Kevin Ryan

    J. Kevin Ryan

    Managing Director–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • CA
    • CO
    • CT
    • DC
    • FL
    • GA
    • HI
    • IA
    • IL
    • IN
    • KY
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • SC
    • TN
    • TX
    • VA
    • WI
    • WY

    Kevin serves as the team leader for the Ryan Wealth Management Group. A class of 1980 alumnus from St. Ignatius High School, Kevin has been with UBS and its legacy firms for more than 30 years. He has been the manager of UBS’s Rocky River, OH, branch for the last 18 years. Kevin earned his B.S. in Business Administration from Spring Hill College in Mobile, AL, and is a graduate of the Securities Industry Institute in conjunction with the Wharton School of the University of Pennsylvania in Philadelphia, PA. He is also a registered National Football League Players Association (NFLPA) Financial Advisor.

    Outside of the office Kevin enjoys golfing, snowboarding and fishing. Kevin also enjoys serving on multiple civic and charitable boards. He is a lifetime resident of the Cleveland, OH, area where he and his wife, Carol, have been residents of Westlake, OH, for over 20 years.

    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • Spring Hill College in Mobile, AL, B.S. in Business Administration
      Professional athletes
      18500 Lake Road
      Suite 400
      Rocky River, OH 44116
    •  John P. Ryan

      John Ryan, CFP, CEPA

      First Vice President–Wealth Management

      Financial Advisor

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        John joined the Ryan Wealth Management Group in 2015. John joined by way of the UBS Institutional Equity Sales Desk in New York City where he spent four plus years brokering UBS research, corporate access and equity capital market products to some of New York’s largest hedge fund and asset management firms. John’s focus will be centered on financial planning, equity allocations and spearheading our business development initiative.

        John earned a B.S. in Finance from the University of Notre Dame in South Bend, IN. John was born and raised on the west side of Cleveland, OH, and attended St. Ignatius High School. In his free time, he enjoys skiing, traveling, and experiencing the local Cleveland food scene.

        • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

        • University of Notre Dame, B.S. in Finance
        • CERTIFIED FINANCIAL PLANNER™
        • Certified Exit Planning Advisor
        18500 Lake Road
        Suite 400
        Rocky River, OH 44116
      • Anthony J. Goldyn

        Anthony J. Goldyn, FPQP

        Authorized Officer

        Financial Paraplanner Qualified Professional™

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        • CA
        • FL
        • IL
        • OH
        • SC

        Anthony has over 19 years of experience within the financial services industry. Anthony graduated with a B.A. in Finance from Walsh University in North Canton, OH. Anthony started his career as a Retirement Accounts Consultant with McDonald Investments and later focused primarily on corporate stock options. He was an Administrative Manager with UBS for six years before joining The Ryan Wealth Management Group in 2011. Anthony focuses on the administrative aspects of wealth management that includes financial planning, banking, and insurance. He holds the Registered Paraplanner (RP®) designation, the Series 7, 9, 10 and 66 securities licenses as well as licenses for life and health insurance and variable annuities.

        Anthony and his wife, Jennifer, reside in Avon Lake, OH. They enjoy being outdoors and watching their son, Guy, compete in athletics.

          • Walsh University in North Canton, OH, B.A. in Finance
          • Financial Paraplanner Qualified Professional™
          18500 Lake Road
          Suite 400
          Rocky River, OH 44116
        • Jennifer Mccarthy

          Jennifer Mccarthy

          Client Associate

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          • OH

          Jenny is the newest member to join the Ryan Wealth Management Group. Jenny followed in her father's footsteps, who has also worked for UBS and it's former firms for over 30 years, and took a role as a Client Service Associate. Jenny provides operational and administrative support to clients whilst managing the team's marketing, scheduling, and event planning.

          Jenny earned a B.A. from Kent State University in 2018 and currently holds her Series 7 license. She recently moved over to the west side and resides in Fairview Park.

            • Kent State University, B.A.
              18500 Lake Road
              Suite 400
              Rocky River, OH 44116
            • Diane Mihalik

              Diane Mihalik

              Client Associate

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                Diane previously served as Branch Office Administrator at UBS Rocky River before joining our team. Diane joins the team with past experience in the financial industry on both the East (Boston and NYC) and West Coast (Los Angeles) for The Boston Company, Dean Witter Reynolds, EM Warburg Pincus and Capital Guardian Trust Company.

                Diane currently resides in Avon Lake with her daughter, two cats, Bearded Dragon, and boa. Her son attends CU Boulder. In her free time, Diane loves hiking in nature, photography, cooking Indian and Thai cuisine, and travelling. 

                Diane earned a B.S. in Finance and Marketing from Boston College in Chestnut Hill, MA.

                      18500 Lake Road
                      Suite 400
                      Rocky River, OH 44116

                    Backed by the strength of UBS

                    A global leader in wealth management

                    Global leader

                    UBS is a world-leading wealth manager

                    #1

                    Euromoney Private Banking and Wealth Management Survey, 2022

                    Best

                    Global private bank services, 2016-2022
                    Euromoney Private Banking and Wealth Management Survey, 2022