Ryan Shore, CPA, CFP®

Ryan Shore is in the Tax & Business Services Division. Ryan joined Nowlen, Holt & Miner, P.A. in 2011. Ryan specializes in servicing individual and business clients. Services provided include tax compliance, tax preparation and tax planning for businesses, individuals, estates and trusts.

Ryan’s experience includes assisting clients in business agreements, tax planning, retirement planning, and wealth management. When necessary, he represents clients before taxing authorities on tax audits, disputes, and resolutions.

Ryan is also an Investment Advisor Representative with our affiliated Registered Investment Advisory firm, Global Trust. As an advisor, Ryan focuses on client relations, securities research and portfolio management. Ryan joined Global Trust in early 2013.

Professional MembershipsAmerican Institute of Certified Public Accountants

Florida Institute of Certified Public AccountantsFinancial Planning Association

West Palm Beach Economic Forum

Industries Served

• Manufacturing• Retail• Real Estate Developers• Professional Service Providers• Residential & Commercial Real

Estate• Individuals• Entrepreneurs• Contractors• Private Equity Firms• Private Placement Firms

Florida Atlantic University, Bachelor of Science in AccountingFlorida State University, Certificate in Financial PlanningCertified Financial Planner, Certified Financial Planner Board of Standards, Inc. Certified Public Accountant, American Institute of Certified Public AccountantSeries 65 Securities Licensure, FINRA

Education

Providing our clients the highest quality of independent and personalized service to support their goals.

Areas of Expertise

• Tax Services• IRS Representation• Accounting Services• Financial Reporting• Business Advisory • Foreign Transaction

Reporting• Real Estate

• Estate Planning• Insurance Planning• Wealth Management • Retirement Planning• Private Foundations• Trust Services• Investment

Management