Mountain America Investment Services Welcomes New Wealth Advisor Ryan Forsyth
Mountain America Investment Services welcomes Ryan Forsyth, a new wealth advisor serving the Park City, Heber and Moab areas.
"Mountain America wealth advisors are dedicated to helping credit union members in their pursuit of personal financial success," said Chad Waddoups, program manager at Mountain America Investment Services. "We welcome Ryan to our growing team, guiding even more credit union members along the path toward their next milestone or retirement with our first advisor to be based in Park City, Utah."
Forsyth is passionate about delivering a personalized experience to clients, whether that’s through cash and investment management, retirement planning or trust and estate planning. His goal is to help clients pursue personal financial success while building lifelong personal and business relationships.
With more than 16 years’ experience in the financial industry, Forsyth previously worked for Wells Fargo as a Premier Banker. His certifications include insurance licenses, as well as Series 7 and Series 66 through LPL financial.
Forsyth’s educational background includes a Bachelor of Science degree in finance with a minor in economics and a Juris Doctor degree from the University of Utah S.J. Quinney College of Law.
Outside of the office, Forsyth enjoys spending time playing sports, being outdoors, family time and watching his kids compete on their various sports teams.
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About Mountain America Investment Services
Mountain America Investment Services provides comprehensive, long-term wealth planning services to help credit union members work toward their goals. We specialize in offering support for personal investments, tax strategies, retirement, and estate planning. We provide investment services through LPL Financial at locations across the Intermountain West. Our team of experienced advisors is here to guide you along your journey. To learn more or set up a virtual meeting or in-person meeting at any Mountain America Credit Union branch, visit macu.com/investments.
About LPL Financial
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker-dealer.** We serve independent financial professionals and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide independent guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.
**Based on total revenues, Financial Planning magazine June 1996-2021
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Mountain America Credit Union and Mountain America Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Mountain America Investment Services and may also be employees of Mountain America Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Mountain America Credit Union or Mountain America Investment Services. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
