Brett Ryan
About
Brett
Brett Ryan is a private wealth advisor for the Private Wealth division of 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 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 PLANNER® 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.
"Brett has managed my investment accounts and has taken care of other important personal planning including medicare supplements, estate planning, and qualified charitable contributions. His wisdom and support have been invaluable, and his judicious management of my accounts has helped me to take care of financial needs, travel, maintain my home, and enjoy serene retirement years. It means a lot to work with someone who shares my Christian values."
"We are grateful for Brett’s wisdom and guidance over the past ten years. He has helped us to honor God with our resources and plan for the future. We especially appreciate his patience when we ask the same questions more than once. He has always been both kind and prompt in his responses."
