Ryan Solle

Brokerage Director & Premium Finance

Planning Solutions Group | Private Client Group

Ryan Solle

Delivering clarity and strategy in complex planning for high-net-worth clients.

Ryan began his career in the financial services industry focusing on personal finance and insurance planning promptly after graduating from Wake Forest University in Winston-Salem, North Carolina, where he played college soccer. Ryan was drafted in Major League Soccer and played 3 years of professional soccer before beginning his career with our firm in 2009. His experience in sports built a solid foundation for his career, fostering strategic thinking and focus on competitive strategy to drive the best possible results.

His passion for helping people at a relatively young age and the fulfillment of seeing a business and family achieve their financial goals led Ryan to join our Planning Solutions Group, a Division of Coastal Wealth, in 2015, a team of product and concept specialists whose sole purpose is to help advisors grow their practice by providing comprehensive financial planning services. The success Ryan had in this team along with his continued passion for helping others led Ryan to become the Director of Advanced Markets in 2020 and a valued team member of Coastal Wealth’s Private Client Group.

Over the years, Ryan has been instrumental in supporting our high-net-worth clients with comprehensive financial solutions, advanced estate planning and premium finance cases, complex underwriting, maximum retention capital strategies, with multiple insurance carriers and products. Ryan takes great pride in our client’s accomplishments and works with our team of specialists to deliver a well-executed financial plan, a well-established legacy and the confidence of providing as much certainty in the uncertainty of complex insurance planning solutions.

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Career Snapshot

Director of Advanced Markets

– Coastal Wealth (Since 2020)

Planning Solutions Group

– Joined 2015

Former Professional Soccer Player

– Major League Soccer (3 Years)

Bachelor’s Degree

– Wake Forest University

My Approach

Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be.  I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them.

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This helps me recommend products and strategies designed to meet your current needs, and more importantly, your future needs.

My goal is to provide holistic, comprehensive financial services to individuals and businesses. I  can help you make good financial decisions seeking to help avoid potential issues by providing you with superior client service focused on tailored, objective financial strategies, to help you reach your goals.

Our Six
Step Process

Six clear steps. One powerful strategy for your financial future.

Identify

your unique situation
and goal.

Gather Information

to prepare your strategy.
Managed

Analyze

your current portfolio to identify any gaps that may exist.

Present Strategy

review your goals and discuss recommended strateties

Review

strategies in place so you can make informed decisions & meet goals

Implement

strategies to help you achieve financial freedom.

Solutions That Have Impact

Achieving your financial goals takes patience to create the kind of possibilities that money can buy. Whether you’re saving for a home, a college education, a dream project, or preparing for retirement, having a trusted financial professional can support and guide you to make solid decisions that can turn life goals into reality.

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Personal Solution

Protection

  • Life Insurance
  • Disability
  • Income Insurance
  • Long Term Care
  • Medical | Health | Dental

Retirement
Services

  • 401(k)
  • 403(b)
  • 457(b)
  • IRAs
  • Roth IRA
  • Defined Benefit Plans

Investment Products Services

  • Annuities (Fixed & Variable)
  • Brokerage
    Investments

Estate Planning

  • Tax Efficiency Strategies
  • Charitable Giving

*Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.

Business Solutions

Smart solutions for succession, compensation, and employee benefits. Helping businesses protect what they’ve built and plan what’s next.

Succession
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  • Buy-sell protection
  • Key person coverage
  • Buy-out funding

Qualified Plans

  • 401(k)
  • Simple/SEP IRAs
  • Defined Benefit Plans

Non-Qualified
Plans

  • Executive Bonus
  • Deferred Compensation
  • Split Dollar

Group Benefits*

  • Health Savings Account
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Long Term Care
  • Disability Insurance

* Some products offered by unaffiliated insurers.

Associated with MassMutualSupported Independence Platform
BrokerCheck by FINRA