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 been a trusted advisor for eight years and has guided us through significant financial decisions including the sale of our 25-year-old business. His knowledge in budgeting, taxes, financial planning, and investment strategies has been invaluable. His unwavering patience, peace, and confidence, along with his refreshing and contagious attitude, have been a true blessing. Brett prioritizes God, marriage, family, and charitable giving, which has deeply impacted our lives and held us accountable. Recently, we entrusted him with managing our mother’s investments. At 82, she now understands her portfolio for the first time, thanks to Brett’s gift for simplifying complex financial details."
