Ryan Pollacci, CFP

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Financial Advisor
Benjamin F. Edwards - Hattiesburg, MS
6555 US Highway 98 W
Ste B
Hattiesburg, MS 39402

ryan.pollacci@benjaminfedwards.com
Phone: 601-271-7110


CA License #0M48883

MY PROFESSIONAL APPROACH

As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.

My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? What are your plans for retirement? Are you transitioning your wealth to the next generation?

As we discuss these issues, we’ll work side-by-side to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.

MY BACKGROUND

Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards as a Financial Advisor in 2017.

After graduating from Ole Miss (University of Mississippi), I worked in Operation Management at Taylor Farms for 10 years. I moved into financial services because I wanted to use my analytical abilities to help people prepare financially. I want to work with families as they develop plans to send their kids to college, strive for a secure retirement and pass their assets to their loved ones.

When I’m not in the office, I enjoy spending time with my wife, Sara, and our two sons. In addition, I am a member of Venture Church, treasurer for the Ole Miss Rugby Team, and love to hike and bird hunt.

AREAS OF CONCENTRATION

  • Asset Allocation
  • Business Owners
  • Financial Planning Strategies
  • Investment Strategies
  • Portfolio Construction
  • Retirement Income Planning
  • Wealth Management

EDUCATION

  • University of Mississippi, Bachelor of Arts in History

WHAT IS A CFP®? A CERTIFIED FINANCIAL PLANNER, or CFP®, certification means a financial advisor has successfully completed a rigorous training program followed by a comprehensive 6-hour exam administered in accordance with the CERTIFIED FINANCIAL PLANNER Board of Standards. Professionals who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies. CERTIFIED FINANCIAL PLANNER Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER in the U.S.