Meet Ryan
Ryan is a Principal, based in Tampa, Florida. He joined Mercer Advisors in 2022 after serving as Financial Advisor at Adcock Financial Group, Morgan Stanley, and Naples Wealth Planning. Ryan is a CERTIFIED FINANCIAL PLANNER® professional and earned a B.S. degree in finance from the University of South Florida.
He is a team leader and has a broad background in finance, banking, mortgages, and investments. Ryan is committed to helping clients feel comfortable that their finances are in order through all facets of their financial planning journey.
Ryan’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Ryan has focused experience in these areas:
- Multi-generational planning that aligns with your values and minimizes tax impact
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Private markets, including fund due diligence, liquidity planning, and portfolio integration
- Concentrated stock positions that require strategic diversification and tax efficiency
- Family businesses navigating succession, liquidity, and legacy goals
His working style
Ryan works in close partnership with his clients — listening deeply, aligning around priorities, and collaborating side-by-side to create meaningful outcomes. His transparent, people‑first approach helps bring clarity to complex decisions and builds shared momentum toward success. He also believes in elevating his team’s strengths to provide clients with white glove service.
Ryan in real life
What keeps you busy outside of work?
I enjoy spending time with family, boating, and experiencing comedy.
How do you give back?
In the local community, at the YMCA and University of South Florida.
Why do you like working at Mercer Advisors?
It’s the best place I have ever worked!
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm evaluates best practices, such as service models, investing models, compliance records as well as revenue trends, assets under management and industry experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Shook Research’s proprietary methodology and ranking algorithm incorporates in-person, virtual, and telephone due diligence meetings to evaluate each advisor across criteria such as client impact, industry experience, client retention, review of best practices, credentials, compliance records, and firm nominations, as well as quantitative factors including assets under management and revenue generated for their firms. Shook considered advisors born from 1987 to present with a minimum of four years of experience as an advisor. View full methodology here.
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology (see ranking criteria/methodology via the “Read More” links). No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.
Meet Ryan’s Teammates
Brett Sperin
Sr. Vice President
What Ryan Says
Brett and I work as a unified team — combining strengths, staying aligned, and keeping client outcomes at the center of every decision. We challenge each other, support each other, and always show up with a shared commitment to doing what’s best for the client.
Michael Mikonis
Wealth Advisor
What Ryan Says
Our teamwork is grounded in open communication, mutual respect, and a shared focus on the client. Michael and I collaborate to help clients experience a unified, thoughtful, and high‑performing team at every touchpoint.
Angela Tucker
Relationship Manager
What Ryan Says
Angela and I are partners — leveraging each other’s strengths and approaching every challenge together. Our collaboration is built on trust, communication, and a shared commitment to delivering exceptional client outcomes.
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