About Ryan

Ryan Finlay is a Client Associate at J.P. Morgan Wealth Management.

As a member of The Donnelly Wealth Management Group, Ryan works with high-net-worth individuals and families, including athletes and entertainers, providing account maintenance support. His responsibilities include coordinating the operational aspects of the team and preparing financial documents, working to create a seamless client experience. Diligent and detail-oriented, Ryan is committed to delivering responsive, high-touch service.

Prior to his role at J.P. Morgan, Ryan served as a Wealth Management Client Associate at Merrill Lynch, where he launched his career in 2021. He earned a B.A. in Economics from Gettysburg College.

Ryan lives in Long Valley, New Jersey, where he is an active volunteer in local youth sports programs. In his free time, he enjoys golfing and spending time on the lake with friends and family.

Insights

Family Legacy

Insight 1: Build and sustain a “great” extended family

July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Markets

Defying the tariff drag: 3 reasons markets are moving forward

July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Retirement

Capitalizing on the tax-deferral advantage of a variable annuity

July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
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