McShane Partners is a division of Waverly Advisors, LLC and offers unique concierge wealth management and investment advisory services to high-net-worth individuals and families.
McShane Partners has a singular focus: providing highly customized wealthy advisory, investment management, and financial planning services and solutions to our clients.
McShane Partners is a division of Waverly Advisors, LLC and offers unique concierge wealth management and investment advisory services to high-net-worth individuals and families.
Ryan serves as a Wealth Advisor of McShane Partners, now Waverly Advisors, LLC. As a Wealth Advisor, Ryan is responsible for providing financial advice including retirement planning, income taxation, insurance planning, and estate planning. Ryan is our go-to Advisor to help our Next Gen clients navigate the next stages of life including, starting a new job, budgeting, pre-martial planning, or purchasing a new home. 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. Ryan currently holds the CERTIFIED FINANCIAL PLANNER ™ designation and is a Certified Divorce Financial Analyst®. 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 wife Sonja and his dog Mila.
McShane Partners is an assumed name of Waverly Advisors, LLC. Waverly Advisors, LLC is an investment adviser registered with the Securities and Exchange Commission and uses the McShane Partners trade name in connection with the investment advisory services of some of its investment adviser representatives based in North Carolina. The services provided under the McShane Partners trade name are not provided by a partnership or a company separate from Waverly Advisors, LLC. All investment advisory services provided under the McShane Partners trade name by investment adviser representatives of Waverly Advisors, LLC, acting on behalf of Waverly Advisors, LLC, are investment advisory services of Waverly Advisors, LLC. Some of the documents included in this website (including news and insights) predate the date when McShane Partners joined Waverly Advisors, LLC and the information in such documents, including disclosures, has not been updated. All regulatory disclosures applicable to McShane Partners, such as the Form ADV 2A Brochure, the Form ADV 3 CRS or the Privacy Policy, are the regulatory disclosures of Waverly Advisors, LLC.
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