Ryan FinlayRyan FinlayClient Associate
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
Wealth Planning
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October 23, 2026Losing a loved one is difficult. A checklist of important tasks – from gathering important documents to arranging care for pets – may help ease some of the stress.Read Now
Wealth Planning
Asset titling: How to title your assets for estate planning
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Investing
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Cybersecurity
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Family Legacy
Caring for aging relatives: financial conversations and planning
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Cybersecurity
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Fraud
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October 19, 2026Older and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read Now
Markets and Economy
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October 16, 2026Equities have remained resilient despite elevated inflation and higher yields. Earnings may determine how long that resilience lasts.Read NowWealth Planning
Losing a loved one: A checklist of tasks to consider
October 23, 2026Losing a loved one is difficult. A checklist of important tasks – from gathering important documents to arranging care for pets – may help ease some of the stress.Read NowWealth Planning
Asset titling: How to title your assets for estate planning
October 23, 2026Asset titling can help ensure that your property and investments are passed down the way you intend. Learn how individual, joint, pay-on-death and trust ownership options compare.Read NowMarkets and Economy
Credit markets look for AI’s weak links
October 23, 2026The “artificial intelligence” label alone is no longer enough for lenders. Credit markets are separating durable cash flow from debt-reliant growth as spending scales.Read NowInvesting
Should you consider options trading or skip it?
October 22, 2026Should you trade options? Learn how to decide if they fit your financial goals and risk tolerance.Read NowCybersecurity
Parents: 5 ways to teach your kids about financial fraud
October 21, 2026With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read NowFamily Legacy
Caring for aging relatives: financial conversations and planning
October 21, 2026As your parents, in-laws and other loved ones grow older, you may need to be more involved in their care, including financial conversations and planning.Read NowCybersecurity
How to protect your privacy with smart devices at home
October 19, 2026All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read NowFraud
Helping older and vulnerable loved ones avoid scams
October 19, 2026Older and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowMarkets and Economy
Inflation, yields and equities: When does the pressure actually matter?
October 16, 2026Equities have remained resilient despite elevated inflation and higher yields. Earnings may determine how long that resilience lasts.Read Now
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