Ryan Mahtani

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

Mobile

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 Vice President and Financial Advisor with Truist Investment Services, Inc., offering clients more than 15 years of financial experience. Ryan's focus is to help clients plan for and navigate through retirement while planning for financial goals. With a background in human resource management, he offers knowledge in employer sponsored retirement plans and how they can be utilized efficiently. Ryan joined Truist's predecessor firm, BB&T, in 2013 and has served as the Financial Advsior in Mobile, Baldwin, and Escambia counties as well as the Florida panhandle. 

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 enjoyed coaching both children in several different sport over the years, and he currently coaches his son's travel baseball team. Ryan enjoys playing golf, tennis, fishing, and anything to do with the outdoors. 

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 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

Locations

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