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."
"Brett is an excellent financial partner to our family. We know that he has our best interest at heart and trust what he tells us. We could not do it without him! Whenever we have a question or concern, he responds promptly and makes our lives easier."
