Meet Our Team

Ryan Carney, IACCP®

Meet Our Team

Ryan Carney

Ryan Carney, IACCP®

Director of Compliance & Operations

Ryan joined Capital Wealth Planning in 2013, As part of the Executive Team, he is responsible for overseeing our Operations and Client Services department. He also ensures the firm’s compliance with regulations and industry standards. Daily, he administers due diligence activities such as auditing and reviewing. Ryan is responsible for the handling of both internal and external market analytics, he leverages data analytics to drive informed decision-making for the firm.

Before joining the team, Ryan worked as an Investment Management Specialist at Wells Fargo Private Bank. He helped determine the consequences of investment decisions and resolved account complications. He assisted in business development through sales/marketing while leveraging partnership opportunities throughout the firm.

Ryan is an Investment Adviser Certified Compliance Professional (IACCP®) and holds a Series 65 License. He attended Florida Gulf Coast University and graduated with his Bachelor of Science in Finance and minor in Economics.

When not in the office Ryan enjoys spending quality time with his wife, Yerania and their daughter, Yelena. He also has a cat his family rescued named Milo and a dog named Toby.

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