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 is a humble leader who has provided us with excellent client care. He consistently gives us timely feedback and insightful advice for making wise investment decisions and keeps our best interests at the forefront. Under his careful guidance, our investment portfolio has thrived. Moreover, he encourages us to experience the true riches of generosity."
"We have come to lean heavily on Brett for just about every major decision in our family. He has brought order, organization, clarity, and purpose to our finances. We so enjoy our meetings and time to discuss our family finances and appreciate Brett always pointing us to the Lord with every decision we make. He helps us make important decisions for now and the future and does not hesitate to tell us when we get off track. I sleep well at night knowing that we have everything buttoned up for the family should anything happen to either of us. He has done the same for our business. I consider him a critical team member for my company, and I do not make any decisions without running them by him first. He has always been there for me to look over balance sheets and P&Ls and help strategize for the future. I also appreciate that he has, on more than one occasion, told me “NO.” Perhaps equally as important, my wife and I consider Brett a friend. I feel like I could call him at any time during the day or night (and have) and know that he would be there for us."
