Ryan Mahtani

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

736 Hillcrest Rd

Mobile, AL 36695-3904

About me

Background

I’m 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, I’m 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

I’ve served on several local boards and enjoy volunteering any way that I can. I currently serve as the director of the Cal Ripken Rookie League at a local baseball park and as vice president and director of landscaping for my neighborhood homeowner’s association. I’ve also served as a deacon and director of ushers at my church, where I’m an elder.  

I’m married and have a son and a daughter. I’ve coached both of my children in soccer, and currently coach my son’s baseball team. When I’m not coaching or volunteering, I enjoy 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
BB&T now Truist 2017
President's Cup Award
BB&T now Truist 2018
To
Loading location info... Loading the directions...

Location data unavailable at this time. We apologize for the inconvenience.

Map

{0}

{1}

{2}

Office hours

{5}

Phone {3}
Fax {4}

{0} {1}
{0} {2} {3} {1} miles

Recommended Resources

    {0}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}