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Financial services

Osaic Expands Wealth Management Solutions with Financial Planner Ryan Grossman

Strategic Insights

— 1 min read

Ryan Grossman, a certified financial planner with $210 million in assets under advisement, joins StoneBridge Advisors, Inc. as a financial planner, bringing his expertise in client-focused planning and deep investment experience. As part of Osaic's platform, Grossman will serve clients alongside Susan Gallant and Michelle Kellner, enhancing the firm's high-touch service model and positioning it for continued growth in the Mid-Atlantic region.

Key Takeaways:

  • Ryan Grossman joins StoneBridge Advisors, Inc. as a financial planner with $210 million in assets under advisement, bringing his expertise in client-focused planning and deep investment experience.
  • Grossman's addition enhances StoneBridge's high-touch service model and positions the firm for continued growth across the Mid-Atlantic region.
  • Osaic's platform offers advanced technology tools, business development resources, and a broad suite of investment solutions that support advisors in serving clients with greater impact.
  • Grossman chose to affiliate with StoneBridge and Osaic due to their advisor-first culture, robust support ecosystem, and mission to make wealth management more transformational.
  • StoneBridge offers a culture that truly invests in its advisors, providing business development and education opportunities, as well as marketing and succession planning.
  • Grossman's move follows a series of recent growth milestones at Osaic, which continues to attract top talent and advisory practices.

Statistics:

  • Osaic supports approximately 11,000 financial professionals.
  • Grossman brings $210 million in assets under advisement to StoneBridge.
  • StoneBridge, a Maryland-based firm founded by Michael W. Ward, has been in operation since 2005.

Sources:

  • Osaic, Inc. ("Osaic"), one of the nation's largest providers of wealth management solutions, supporting approximately 11,000 financial professionals. Visit www.osaic.com to learn more.
  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC.

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