Adviser
Ryan Bulak is currently a Business Development Representative at Workvivo, a position held since January 2024. Prior to this role, Ryan served as a Client Service Associate at RWA Wealth Partners from January 2022 to January 2024, and as an Accounts Payable Associate at Sullivan Tire And Auto Service from May 2021 to January 2022. Ryan also gained experience as a Banking Associate II at First Citizens' Federal Credit Union from December 2019 to May 2021 and completed an internship as a Tax Intern at O'Connor, Maloney & Company, P.C. in early 2019. Educationally, Ryan holds a Bachelor's Degree in Business Administration from Worcester State University and pursued further studies in Management at UMass Boston.
Adviser
Adviser is a full-service wealth management firm, offering investment management, financial and tax planning, managed individual bond portfolios, and 401(k) advisory services. We’ve been helping individuals, trusts, institutions and foundations since 1994. Adviser Investments and its subsidiaries have over 5,000 clients across the country and over $8 billion in assets under management. Our portfolios encompass actively managed funds, ETFs, socially responsible investments and tactical asset allocation strategies, and we’re experts on Fidelity and Vanguard mutual funds. We take pride in being The Adviser You Can Talk To. To see a full list of our awards and recognitions, click here, and for more information, please visit www.adviserinvestments.com or call 800-492-6868.