
Ryan Soulieremail
Canopy Capital Strategies
Dallas, TX 75240
Professional Story
At Canopy Capital Strategies, we make a client promise to each and every person that we work with.
Our promise is that after every conversation and within every interaction, you will always feel heard, seen and respected.This promise reminds me of a favorite quote by Maya Angelou, “I've learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.”
Leaving behind a career in the airline industry in 2006, Ryan Soulier secured investment and planning credentials while working for a larger firm in Dallas, TX. He saw a growing need for sophisticated planning in the industry and decided to start his own practice. Ryan has a clear passion for establishing authentic community; this is seen in both his personal and professional life.
"It is difficult for me to see a noticeable difference between getting to know a new friend over dinner and getting to know a client at the office. The process is the same. Listen well, learn a ton and enjoy the company."
I am so grateful for the opportunity to be a part of your financial story and feel honored to serve as your guide.
Now... let’s get to planning.
Education
BA Business Operations, Louisiana Tech University
Hobbies
Ultra Running, Trail Running, Golfing
Affiliations & Memberships
Member of the Financial Industry Regulatory Authority, Inc. (FINRA)
Languages: English
Credentials: CFP®, CLU®
Specialties:Insurance Strategies, Retirement Strategies, Retirement Income Planning, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education, Military, College Funding Strategies, Group Benefits, Financial Planning, Charitable Giving, Investment Strategies
Check the background of this investment professional on FINRA's BrokerCheck