Ryan Kelly

Solutions Architect

Ryan has six years of experience in Mergers and Acquisitions, Succession Planning Tax (Accounting and Legal), and Corporate Restructuring of Client Enterprises.

Ryan joined Addicus in 2014 where he serves as a Solutions Architect. He is a crucial part of the onboarding process, focusing on assessing what resources and deficits clients have to their name. He compiles all this information into balance sheets and analytical templates. From there, he works with the data team to establish an investment plan, evaluate the client’s Personal Financial Enterprise, and implement a variety of projects for the client.

He specializes in detecting issues with clients’ personal wealth enterprises regarding their estate, enterprise structure, investment, risk management and protection, cash flow, and tax liability issues.

Ryan ensures all monthly, quarterly, and annual reports, presentations, and client deliverables are prepared accurately and timely, and are ready for delivery as scheduled. He creates various analyses and model scenarios for varying decisions with the intent of supporting the best path or decision for each scenario.

Ryan graduated from the University of Mississippi with a Bachelor of Business Administration in Managerial Finance.

Ryan resides in Oxford, Mississippi with his wife Morgan. He enjoys mixed martial arts (MMA), fitness, philosophy, psychology, and financial markets.

Contact vCard ryan@weareaddicus.com 662.371.4131

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