By appointment only

WEALTH MANAGEMENT ADVISOR

Ryan Jordan, CFP®,CIMA®

33 Arch Street, Suite 1210, Boston, MA 02110
+16177881433
Ryan.Jordan@tiaa.org
FINRA BrokerCheck
Advisor available by appointment only
advisor headshot

About Me

With nearly 20 years of experience in the financial services industry, I have built my practice around one simple belief — that great financial advice starts with truly knowing the person sitting across from you. My passion is understanding what matters most to my clients and helping them make confident, informed decisions that move them closer to the life they envision. I joined TIAA in 2016 and work with clients across a broad range of planning disciplines, including retirement income planning, investment management, legacy and philanthropic planning, and comprehensive financial planning. My goal is to take complex financial challenges and turn them into clear, actionable strategies that evolve alongside my clients' lives and priorities. Whether someone is years away from retirement or standing at the doorstep of it, I help them navigate the financial complexities that come with each stage of life with personalized guidance they can act on today. My areas of focus include designing distribution strategies that help ensure savings last throughout retirement, protecting high-net-worth portfolios against market volatility, implementing tax-efficient approaches to preserve more wealth today and over time, and helping clients thoughtfully transfer assets to the people and causes they care about most. I hold a Bachelor of Arts in Finance from Suffolk University's Sawyer School of Management. Outside of work, I am a proud father of three and am deeply involved in my children's sports and after-school activities. I am an avid golfer and fisherman, and I enjoy traveling with my family whenever the opportunity arises.

Why work with us?

A tailored financial roadmap

We build your financial plan around you-your life, goals, and values-with advice that adapts as your needs evolve and your journey moves forward.

Comprehensive advice, real results

Trusted by professionals for over 100 years, we offer advice and solutions with a retirement-first focus- designed for real impact, not quick wins.

Holistic legacy planning

Get personalized guidance for retirement, estate planning and more-built on trust, long-term vision, and our fiduciary duty to put your needs first.

PLAN. GROW. PROTECT

Who we are, what we do

About TIAA

TIAA is a trusted financial services provider with a mission to help people achieve lifelong financial well-being. Since 1918, we've helped educators, healthcare workers, and nonprofit employees retire with confidence. Our strength lies in our deep expertise in retirement planning, responsible investing, and income solutions.

We put our participants first-offering advice, education, and tools to help them make informed decisions. With a long-standing commitment to doing what's right, we've earned recognition as one of the World's Most Ethical Companies and continue to help individuals and institutions plan for a secure financial future.

TIAA Wealth Management

TIAA Wealth Management offers personalized financial guidance grounded in experience and trust. Our advisors partner with you to create a tailored plan that supports your unique goals-whether that means growing wealth, planning your legacy, or navigating retirement.

We take a holistic approach, covering investment management, estate strategies, tax planning, and more. As fiduciaries, we prioritize your interests and focus on delivering advice that aligns with your life. Backed by the strength and history of TIAA, our advisors are here to help you make confident decisions and build a financial future that works for you.

FEATURED WEALTH INSIGHTS

Articles you might find helpful

Inheriting an IRA: What you need to know

Here’s how to smooth the process and minimize the tax hit.

Do I need a financial advisor? Five signs to say yes.

You may suspect there are ways to upgrade your financial plan, but is it worth the time and cost?

Expert strategies for withdrawing money in retirement

Saving for retirement has become automatic—spending in retirement hasn’t. Discover five strategies on how to smartly withdraw money during your golden years.

This content is for informational purposes only and is not fiduciary investment advice, a securities or investment strategy, or an insurance product recommendation, and does not consider an individual or plan sponsor’s own objectives or circumstances unless stated otherwise.
 
Annuities are issued by Teachers Insurance and Annuity Association of America (TIAA) (CA Certificate of Authority 3092) and College Retirement Equities Fund, New York NY.  TIAA also issues institutional guaranteed funding agreements.  Each is responsible for its own financial condition and contractual obligations.  Guarantees are subject to the claims-paying ability of the issuing entity.  See here for TIAA’s ratings for stability, claims-paying ability, and overall financial strength.  Guaranteed interest contracts are not investments for securities law purposes.
 
TIAA-CREF Individual & Institutional Services, LLC, is a registered broker-dealer and investment adviser, member FINRA / SIPC.  Read the TIAA-CREF Individual & Institutional Services, LLC, Statement of Financial Condition.
 
TIAA Trust, N.A. provides investment management, custody, and trust services.
 
TIAA companies and CREF do not provide legal or tax advice.  Consult your advisors to address your specific circumstances.
 
Consider investment objectives, risks, charges and expenses before investing. Call 877-518-9161 or go to www.tiaa.org/prospectuses for current product and fund prospectuses for this and other information.  Read the prospectus carefully before investing.
 
SECURITIES AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OF OR GUARANTEED BY ANY BANK OR A CONDITION TO ANY BANKING SERVICE OR ACTIVITY • SUBJECT (IN THE CASE OF SECURITIES AND VARIABLE ANNUITY PRODUCTS) TO INVESTMENT RISKS INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED.

© 2026 and prior years. Teachers Insurance and Annuity Association of America & College Retirement Equities Fund.

5431884