Brett Ryan is a private wealth advisor for the Private Wealth division of Ronald Blue Trust and serves his clients out of the office in Charlotte, North Carolina.
As an experienced wealth advisor to individuals, families, and businesses, Brett uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. Brett and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.
Prior to joining Ronald Blue Trust, Brett worked as a marketing assistant at Principal Financial Group. He was responsible for customer service, documentation, and managing trading. Brett also served as a youth care professional where he coached and developed life skills for troubled youth at Hillside Family Agencies.
Brett graduated from Liberty University with a BS in business finance and is a CERTIFIED FINANCIAL PLANNERTM certificant and Certified Wealth Strategist® (CWS®).
Active in his local church and community, Brett serves as a member on the board and finance committee of local non-profit BraveWorks.
Brett and his wife, Rebecca, live in Rock Hill, SC.
"We first called Ronald Blue Trust to determine how soon I could retire. Our Ronald Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful."
Jim & Norma W.Lake Elsinore, CA
"I've been involved with financial planners for well over 40 years. There's very few of them that do it like Ronald Blue Trust. Very few concentrate on giving as part of the overall plan."
Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity
"Working with our Ronald Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview."
President & CEO of a large privately owned companyDagsboro, DE
https://www.ronblue.com/wp-content/uploads/2023/11/father-and-son-sit-on-step-at-home-putting-on-boot-2022-04-11-15-17-08-utc-scaled-e1700168575271.jpg12841984Perry Danielshttps://www.ronblue.com/wp-content/uploads/2021/04/RonaldBlueTrust-Logo.pngPerry Daniels2023-11-19 09:42:012023-11-20 09:01:55Stay in the Moment
https://www.ronblue.com/wp-content/uploads/2020/11/Veterans_day_podcast_web_thumbnail.png10801080Perry Danielshttps://www.ronblue.com/wp-content/uploads/2021/04/RonaldBlueTrust-Logo.pngPerry Daniels2023-11-05 09:41:172023-11-06 09:53:10“Wisdom for Wealth. For Life.” Episode 29: Thank You for Your Sacrifice: Honoring Our Nation’s Veterans
Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S. *The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.**As of 6/30/23 and subject to change.
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