Ryan J. Theriault joined WJ Financial Advisors, LLC in 2017 after spending six years in the retail banking industry. Ryan’s career however, began at BMW of Watertown for several years with most of his time in the sales and finance division. During this time, Ryan completed his college degree and would continue on to obtain a graduate degree with a concentration in finance.
In 2011, Ryan was approached by Wells Fargo Bank to join their retail banking division. His focus on cultivating relationships with clients based on trust, professionalism and transparency afforded him the opportunity for multiple promotions and ultimately working as a Private Banker for the last four years. While working in this position, Ryan successfully held his Series 6, 7, 63 and 65 licenses. Responsible for managing a book of high net worth clients, Ryan’s commitment was centered around assisting and guiding these clients with their lending and investing needs.
Ryan earned his undergraduate degree from the University of Connecticut and an MBA from Quinnipiac University with a concentration in finance. He is currently a Level 1 candidate in the Chartered Financial Analyst Program.