How do you empower your clients to live their Signature Life?

By first listening and really understanding the unique situation of each person and family, and then building a customized plan to help them live the life they want now and in the future. Seeing my clients fulfilling their dreams and living their best lives is what drives me.

 

What does your life look like outside of the office?

I currently live in Mooresville, NC with my wife, Jamie Lee, our 16-month old daughter, Reese, and two mini Goldendoodles, Doc and Dublin. We love traveling, spending time with friends and family, and enjoying all that life has to offer. Some of my passions outside of family and work include: golf, writing and playing music, pickleball, boating and snowboarding.

 

What can you tell us about your professional journey?

I graduated from East Carolina University with a Bachelor of Science in Business Administration and a concentration in Management. When the company I interned with prior to graduation had been laying employees off, I took my business degree and worked in a warehouse outside of Philadelphia, PA for 5 days a week starting at 4am. It turned out to be a great way to save money right out of college and it gave me extra time to study and learn more about the stock market. After six months, I joined Lincoln Financial Group as a sales representative and was immersed in the financial industry and it’s there that I found my passion for investments and becoming a financial advisor. I worked my way up to a regional director which moved my wife and I to Nashville, TN in 2013. For eight years, I traveled all over the mid-south, consulting and working with a diverse group of financial advisers representing a variety of companies, from large firms in the city to small-town independent practices. During my time, I realized that the best advisors and the ones I enjoyed working with the most, were those that truly cared about their clients and had a passion for the industry. I have a strong passion for helping people and with my experience in comprehensive wealth management and the endless resources from my partners I wake up every day excited to help people achieve their goals and retire on their terms.

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FUN FACT: 

Ryan has written and produced over 50 songs and has acted in a short film and music video with over 40M views on YouTube.