Ryan Taylor

Ryan founded Summit Investment Planning to fulfill his passion for helping clients pursue their personal saving and investing goals. With more than 15 years of experience working in the financial industry, Ryan has a full understanding of the investing strategies available to his clients, including their risks, benefits and suitability for different financial scenarios. 

Before giving any advice, Ryan takes the time to build relationships with his clients based on trust and open, honest communication. Only when he understands the full picture of his clients’ current financial status, their goals, target date for achieving those goals and their level of risk tolerance will Ryan create a custom strategy that is appropriate for them. 

Prior to joining LPL Financial in 2018, Ryan represented Ohio National Financial Services in the Mid-Atlantic area and partnered with financial advisors to help clients with their retirement income needs. 

Ryan studied business and finance at Roane State Community College and Tennessee Tech University. He is an LPL Registered Representative and holds the Series 6, 7, 63 and 65 licenses with LPL Financial.

Today, Ryan lives in Henrico, Virginia with his wife and two boys. He is an avid golfer and currently serves on the board of directors with the Richmond Golf Association. In Ryan’s spare time, he enjoys being in the great outdoors with his family.