In 2010, I began working with Edward Jones as a financial advisor in Barre, Vermont, transitioning my office to White River Junction in the fall of 2020. I continue to serve investors in the state, as well as across the country.
I graduated summa cum laude earning a bachelor's in business administration and a minor in economics from Plymouth State University. While at Plymouth, I played on the Men's Ice Hockey team and served as an assistant captain.
In addition to having my Series 7 and 66 registrations and life insurance license, I hold the Certified Financial Planner™ (CFP®) professional designation. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
I am firmly committed to building long-term client relationships utilizing an established process, which includes working with your CPA, attorney and other professionals. That allows me to better serve my clients when determining an appropriate retirement, education, estate and insurance strategy. As such, when life's inevitable transitions occur, we have planned for the seeable and unforeseeable as well.
Outside the office, I enjoy spending time with my wife, Robin, and our three children, Nora, Maya and Gavin. Whenever able, I enjoy coaching the kids, playing hockey and golf, listening to live music and enjoying the outdoors.
I would like to help to provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.
My Personal Interests
Phone NumberRyan M LaCroix at (802) 649-2646
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:00PM|
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