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ryan bousquet

Ryan Bousquet

Portfolio Analyst & Client Service Specialist

As a Portfolio Analyst & Registered Client Service Associate at Intellus Advisors, Ryan Bousquet supports the firm’s advisors and clients by ensuring each financial plan runs smoothly from start to finish. Known for his attention to detail and commitment to client service, he helps clients stay organized, informed, and confident in their financial strategies.

Ryan attended Stetson University and began his career at Northwestern Mutual, where he gained hands-on experience assisting with portfolio management and financial planning. His background combines analytical insight with a genuine desire to help others make smart, informed financial decisions. Ryan has passed the CFA Level I exam and is continuing his progress towards becoming a CFA charterholder.

Originally from Massachusetts, Ryan now lives in Bonita Springs. Outside the office, he enjoys drumming, biking, and watching New England sports.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Intellus Advisors, LLC (“Intellus”) is an SEC registered investment adviser.  SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.  Intellus may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.  Intellus website  www.Intellusadvisors.com (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client as Intellus solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by Intellus with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

Disclosures: ADV Brochure

Disclosures: Wrap Brochure