About The Ries Financial Group
The Ries Financial Group is in the Bel Air branch office of Stifel. Stifel is one of the nation’s leading wealth management and investment banking firms, offering comprehensive investment planning to individuals, families, businesses, and non-profits. We believe our clients benefit from our help with investments, insurance, retirement, education, estate planning strategies, and gifting.
Our team combines a group of dedicated financial services professionals who are well qualified to serve you. Together, we offer you the benefits of our more than 60 years of combined industry experience, training, and knowledge. Everyone in The Ries Financial Group lives in the community in which we work, and we share its family values. We take pride in giving back to our community, as a business and as individuals, through charitable fundraising events, involvement in local schools and institutions, and support for non-profit organizations.
About Me
With more than 25 years of investment industry experience, Joe works with clients to help guide them through retirement. Growing up, Joe watched his mother succeed in the financial industry, so he believes that he knows the retirement terrain well, making him the ideal guide to help you navigate your financial journey. He strives to provide the best possible service to his clients and help them work toward their retirement destination.
Joe holds Series 7, 31, 63, and 65 securities licenses, as well as the Accredited Asset Management Specialist™, Accredited Investment Fiduciary®, and Chartered Financial Consultant® designations. These designations, plus his many years of experience, are the tools he utilizes when building your customized financial map.
A Maryland native, Joe currently resides in Bel Air with his family. He loves to spend time with his wife, Debra, daughter, Carlee, and son, Ryan, as well as his grandchildren, Charlotte, Connor, and Brooks. An avid adventurer, Joe is a certified diver and holds his piloting license. Outside the office, he enjoys meeting with friends, traveling, and volunteering in his local community.
About Me
Ryan began his investment industry career with Stifel in 2020. He helps clients map out their retirement plans and remain on track, focusing on the long term.
Ryan grew up playing sports until an injury turned his focus elsewhere. Through intensive rehab and training, Ryan was able to get back up and running, but realized pursuing a career as an athlete was no longer an option. After working for many years as an athletic trainer, Ryan decided to join Joe in his financial practice to help individuals, families, and athletes pursue their financial goals. Today, Ryan leverages his athletic training practices in his work as a financial advisor by evaluating what clients need, mapping out their course, and walking with them along the way, having periodic discussions with them and making adjustments when needed.
A Maryland native, Ryan currently resides in Cecil County with his wife, Jenny, and daughter, Charlee. Outside the office, Ryan still enjoys sports, but mostly can be found outdoors spending time with his family.
About Me
Heather began her financial services career in 1997 with Legg Mason Financial Partners. She joined Stifel in 2007 through its acquisition of Ryan Beck & Co. and is proud to have served clients with The Ries Financial Group for more than 20 years. With her extensive experience, Heather helps maintain client accounts and strives to provide the best client experience possible.
Heather earned a degree from Towson University and holds Series 7 and 24 securities licenses, as well as life, health, and variable insurance licenses (including annuities). Having grown up in Baltimore County, she now lives in Abingdon with her husband, Bill, and their shared family of Andrew, Molly, Elizabeth, Eva, and Ben. Between work, children’s activities, and their granddaughter, Liliana, Heather keeps her calendar very full.
About Me
Jennifer (Jenn) joined The Ries Financial Group in 2017 and acts as the team’s primary point of contact to set up an appointment. She will also periodically check in with clients, gather information, and ensure you are receiving the best service possible. Jenn also helps with communication outreach and event planning.
Originally from Baltimore, Jenn spent many years in Shrewsbury, Pennsylvania, but now lives in Bel Air with her husband, Eric, and her daughters Harper and Summer. In her free time, Jenn enjoys spending time with her family and crafting.