Ryan Malone

Ryan Malone Headshot May 2024

Ryan Malone came to the financial services industry in 2020 after a successful career in the hospitality and hotel industry. He loved the interaction with the clients, and decided to take it a step further and bet on himself. His career began when he followed his passion and began serving those that serve us. Having a great deal of admiration for those that don the uniform of service every day, he began working with these brave men and women to help them better understand their current benefits, and to assist them in preparing for retirement and later life. As a New Yorker himself, the FDNY and NYPD were the first to get the help they needed. Since then, dozens of other departments in many other states have benefited from the passion that Ryan has for his clients and friends. When he met his associate, Jesse Portello, their shared passion and enthusiasm set them onto a new trajectory. Their days and evenings (even nights and weekends) are spent diligently serving, and helping to financially protect those that do so much for us. In early 2024, He and his partner, Jesse, joined Tactical Financial Group as Co-Vice Presidents after meeting with Brian Shea, founder of TFG, and realizing that they were in direct alignment in a business sense, as well as finding the same sense of urgency to serve and give back. Ryan currently holds the Life and Health License, as well as the FINRA Series 6 and Series 63 Licenses. He resides in Queens, NY with his lovely wife, Megan.

Disclosure

Brian Shea is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0M49329), CT, DC, DE, FL, GA, IL, MA, MD, MO, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA, and WV. No insurance business may be conducted outside the states referenced.

Brian Shea is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 1954 Greenspring Dr Ste 700, Lutherville Timonium, MD, 21093, 410-302-2992. In this regard, this communication is strictly intended for individuals residing in the states of CA, CT, DC, DE, FL, IL, KY, MA, MD, NC, NJ, NY, PA, SC, TX, VA, WA, and WV. No offers may be made or accepted from any resident outside the specific states referenced.

*Brian Shea is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CT, DC, DE, FL, IL, KY, MA, MD, NC, NJ, NY, PA, SC, TX, VA, WA, and WV. As such, these services are strictly intended for individuals residing in the states referenced.

Mark Davis is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA, DC, DE, FL, GA, MD, NC, NJ, NY, PA, SC, TX, VA and WV. . No insurance business may be conducted outside the states referenced.

Mark Davis is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance  Company, 2712 Hunting Ridge CT, Baldwin, MD, 21013, 443-905-5948. In this regard, this communication is strictly intended for individuals residing in the states of CA, DC, DE, FL, GA, MD, NC, NJ, NY, PA, SC, TX, VA and WV. No offers may be made or accepted from any resident outside the specific states referenced.

Ryan Malone is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CO, MD, MI, NJ, NY, NV, PA,TN and TX. No insurance business may be conducted outside the states referenced.

Ryan Malone is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance  Company, One World Trade Center, 285 Fulton Street, 39th Floor, New York, NY 10007, 212-261-0200. In this regard, this communication is strictly intended for individuals residing in the states of CO, MD, MI, NJ, NY, NV, PA,TN and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Jesse Portello is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of GA, FL, NC, NJ, NV, NY, PA, TN and TX. No insurance business may be conducted outside the states referenced.

Jesse Portello is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance  Company, One World Trade Center, 285 Fulton Street, 39th Floor, New York, NY 10007, 212-261-0200. In this regard, this communication is strictly intended for individuals residing in the states of GA, FL, NC, NJ, NV, NY, PA, TN and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Joseph Ward is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CO and IL. No insurance business may be conducted outside the states referenced.

Joseph Ward is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 1650 Lake Cook Road, Suite 500, Deerfield, IL, 60015, 815-570-7068. In this regard, this communication is strictly intended for individuals residing in the states of CO and IL. No offers may be made or accepted from any resident outside the specific states referenced.

TACTICAL FINANCIAL GROUP is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither TACTICAL FINANCIAL GROUP nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.