As Managing Partner of Lakeshore Financial Group, Ryan Moratti strives to help business owners, professionals, families and individuals achieve their financial goals, while identifying and overcoming any obstacles in their path. With his guidance, the firm takes a holistic approach to financial strategies and values the principles of trust, professionalism, excellence, teamwork, and always putting the customer’s needs first.
Ryan has more than 20 years of experience in financial services, compiling an impressive record of achievement and excellence. He started his career with Mutual of New York in 1996 and joined MetLife in 1999. After qualifying for the Million Dollar Round Table in 2000 and 2001*, he was named Agency Sales Director in 2002, growing a team of 4 agents to 35. In 2008 he was promoted to Senior Agency Sales Director, responsible for all sales at MetLife’s Premier Wealth Group office and providing management and leadership to 140 advisors. In 2011, he was recognized as Sales Manager of the Year by MetLife; in 2012 received the Brian H. Early Award for excellence and outstanding leadership; and in 2013 was named Managing Partner of the MetLife/New England Financial O’Hare office. In 2016, he was appointed General Agent of National Life Group’s Chicago agency and recently launched Lakeshore Financial Group.
In his leadership position at Lakeshore Financial Group, the firm’s financial professionals are his clients. His success is based on helping these agents reach levels of success that are important to them. The culture of the firm is one that is built on giving back to the community. Partnering up with organizations like Ann & Robert Lurie’s Children’s Hospital, Habitat for Humanity, Jacob’s Corner, and Phil’s Friends is an important fabric to the success of the overall firm.
Ryan grew up in Berkeley, Illinois, and currently lives in Elmhurst with his wife, Tammy, and their children, Annabella and Giada. He attended Valparaiso University, where he played baseball for four years, while majoring in Business Administration and Finance. He holds his FINRA registration and is an active member of the CIACO, the Chicagoland Italian American Charitable Organization, and D.A.D.S., Dads Appreciating Down Syndrome, and Knights of Columbus. He enjoys cooking, as well as hunting, fishing, running and most outdoor sports.
Ryan Moratti is a Registered Representative of Equity Services, Inc. and offers securities in the following states: Illinois, Florida, and Minnesota. Ryan is insurance licensed in Illinois.
*Membership and awards are based on sales criteria.