Our Team

Our Team

Greg Stoia, CFP®, ChFC®, CLU®

Managing Partner

Greg was raised in Aberdeen, South Dakota. He graduated from the University of Colorado in Boulder, Colorado, with a BS in business, with a special emphasis in finance and accounting.

In 1985, Greg moved to Naples, Florida, and founded Stoia Financial. Since that time, the firm has provided financial planning and investment management services. Stoia Financial believes that to provide world-class service and guidance, an investment professional should be free from the influences present at many of the traditional Wall Street firms. As such, the firm provides a truly independent and comprehensive approach to financial planning.

Greg has earned and maintains three professional certifications: CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant®, and Chartered Life Underwriter®. He holds the FINRA Series 6, 7, 24, and 63 securities registrations as an Investment Adviser Representative of Commonwealth Financial Network® and the Florida life, health, and variable products licenses.

Personal
Greg is an avid sports fan and also enjoys golf, running, kayaking, and tropical fruit gardening.

Ryan Murray, CFP®, MBA

Associate/Paraplanner

Ryan was raised in Montgomery, Alabama. He graduated from Huntingdon College in Montgomery with a BS in business and received a master’s in business administration, with a concentration in wealth management, from Auburn University Montgomery.

Ryan moved to Naples, Florida, in January 2016 and joined Stoia Financial as an associate and paraplanner. He has four years of experience in the industry with an advisory firm in Montgomery.

Ryan has earned the CERTIFIED FINANCIAL PLANNER™ certification and also holds the FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®.

Personal
Ryan enjoys running, reading, and spending time on the South Florida coast with his wife, Brittany.