Ryan Shore

CPA, CFP®
Investment Advisor Representative

Ryan Shore is an Investment Advisor Representative at Global Trust Asset Management, LLC. Mr. Shore brings more than a decade of experience in the financial services industry to his leadership role at Global Trust. He provides a holistic approach and platform in helping our clients achieve their unique financial goals.

Together, alongside of a client’s Tax, Legal and Consulting specialists, he creates seamless and customized wealth management strategies catering to:

  • High Net Worth Families

  • Trusts

  • Small Institutional Clients

  • Pension Plans

  • Foundations & Endowments

  • Government and Non-profit Investment Planning

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Office Phone: 561-472-0191

Mobile Phone: 954-918-4858

Email: Ryan.Shore@gbltrust.com

Areas of Expertise

  • Estate & Trust Planning

  • Family & Succession Planning

  • Liability Management

  • Managed Money Consulting

  • Restricted Stock & Options

  • Asset Allocation Strategies

  • Alternative Investments

Professional Memberships

  • Member, American Institute of Certified Public Accountants

  • Member, Florida Institute of Certified Public Accountants

  • Member, Financial Planning Association

  • Member, West Palm Beach Economic Forum

Education

  • Florida Atlantic University, Bachelor of Science in Accounting

  • Florida State University, Certificate in Financial Planning

  • Series 65 Securities License, Registered Investment Adviser Representative

  • Certified Financial Planner

  • American Institute of Certified Public Accountants

    – Certified Public Accountant