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Ryan Mahtani

Ryan R. Mahtani
Vice President Financial Advisor Investment Services Group Truist Investment Services, Inc.

736 Hillcrest Rd

Mobile, AL 36695-3904

Ryan.Mahtani@Truist.com

Phone 251-287-9201

Fax 251-639-7129

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About me

Background

Ryan Mahtani is a Financial Advisor with Truist Investment Services, Inc., offering clients more than 10 years of financial services, retirement planning, and investment management experience. With a background in human resource management, he’s also very familiar with employer-sponsored retirement plans.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

B.S Human Resource Management
Auburn University 2002

Personal Interests

Ryan has served on several local boards and enjoys volunteering any way that he can. He has also served as a deacon and director of ushers at his church, where he’s an elder.  

Ryan is married and has a son and a daughter. He has coached both of his children in soccer, and currently coaches his son’s baseball team. When he’s not coaching or volunteering, he enjoys fishing, home improvement projects, and anything to do with the outdoors with the family.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Accomplishments

President's Cup Award
Truist 2018

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