Regis Ruane, CFP®

Wealth Advisor

Regis Ruane focuses on providing clients with financial solutions, including portfolio and estate planning at United Capital Financial Advisors.

Regis has over 25 years of financial services experience. He began his career at Merrill Lynch, providing portfolio strategy advice to high-net-worth individuals. Regis moved to Shearson Lehman and later Tucker Anthony, broadening his financial focus to include small businesses. In 2003, he joined what is now United Capital.

Regis received a Bachelor of Science from Clarion University. He is also a long-standing member of the Financial Planning Association and holds a CERTIFIED FINANCIAL PLANNER™ designation.

Regis resides in Monroeville, Pennsylvania, and is married with two daughters and a granddaughter. He is an avid golfer who also enjoys reading and traveling in his spare time.

Check the background of this investment professional on FINRA’s BrokerCheck.

Advisory services offered by United Capital Financial Advisors, LLC (“United Capital”), an investment advisor registered with the SEC. Securities offered through Lion Street Financial, LLC (“LSF”), member FINRA / SIPC. LSF is under separate ownership from, and unaffiliated with, United Capital. LSF does not provide tax or legal advice. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed.  Lion Street Financial

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