Ryan joined the McShane Partners family in 2016 and now serves as a Wealth Advisor. As a Wealth Advisor, Ryan is responsible for providing financial advice including retirement planning, income taxation, insurance planning, and estate planning. In addition to helping clients through the financial planning process, Ryan is responsible for implementing and maintaining new planning and client management technology for the firm.
Prior to McShane Partners, Ryan worked for The Vanguard Group as an account Representative in their Flagship High Net Worth department. As an Account Representative, he maintained relationships for over 600 client household groups. While working with his clients, he provided situational guidance while positioning the appropriate products and services to meet personal financial goals. This included closely working with Senior Financial Advisors and helping to implement and monitor financial plans and investments.
Ryan is a native of 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. In 2016, Ryan successfully completed and currently holds the CERTIFIED FINANCIAL PLANNER ™ designation. 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, family, and his dog Mila.