Ryan joined Rinehart Wealth & Investment Advisory as a Wealth Associate in December 2016. In his role as a Wealth Associate, he assists the Financial Advisors with the financial planning process. In addition to client services, he is responsible implementing and maintaining new planning and client management technology for the firm. Ryan holds his CERTIFIED FINANCIAL PLANNER™ designation and takes pride in helping clients achieve their financial goals.
Prior to joining Rinehart, Ryan worked for Vanguard as an Account Representative in their Flagship High Net Worth department. As an Account Representative he was responsible for maintaining relationships for over 600 client groups. While working with his clients, he provided situational guidance while positioning the appropriate products and services to meet personal finical goals. This included closely working with Senior Financial Advisors implement and monitor financial plans and investments.
Ryan is a native to Wilmington, North Carolina and is a graduate of the University of North Carolina at Wilmington, where he earned a double major in Finance and Economics. He is a current and active member in the Financial Planning Association of Charlotte and in his spare time, he enjoys being outdoors, playing golf, and spending time with friends and family.