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As the Associate Financial Planner, Ryan supports the Wealth Management Team to help provide technical support to the Service and Lead Advisors. His responsibilities include data gathering, case design, scenario building, and plan development among other administrative tasks. Ryan’s previous experience includes serving seven years as an Officer in the United States Army and several years as a Financial Advisor at Morgan Stanley.

Ryan grew up in North Carolina and after serving in multiple duty stations across the United States, Ryan and his wife, Diana, decided to move back home to North Carolina in 2018. Ryan and Diana have a son, James, who makes sure there is never a dull moment. As a family they enjoy traveling, experiencing new restaurants or breweries, and exploring the parks around Greensboro. With any remaining free time, Ryan can be found cycling, running, and always learning by listening to podcasts or reading.  

Ryan is a graduate of the Leadership Greensboro Class of 2020 and also serves as a council member for SynerG, Greensboro’s young professional organization.  

Education: B.S. Business Administration, The Citadel, the Military College of South Carolina

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Gate City Advisors is not affiliated with Kestra IS or Kestra AS.

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