Ryan joined Holderness Investments as a Wealth Advisor in 2024. He is responsible for providing comprehensive financial advice including retirement planning, income taxation, insurance planning, and estate planning. In addition to helping clients through the financial planning process, Ryan is responsible for implementing and maintaining new planning technology and operational workflow for the firm.
Ryan began his career at the Vanguard Group as an Account Representative in their flagship High Net Worth Depart. As an Account Representative, he maintained relationships for over 600 client household groups. After Vanguard, Ryan spent over 7 years working as an Advisor at McShane Partners/Waverly Advisors. As an advisor, Ryan focused on client relationships and creating wholistic financial plans to help clients meet their goals.
Ryan is a native of Wilmington, North Carolina and a graduate of the University of North Carolina at Wilmington, where he earned a double major in Finance and Economics. In 2016 Ryan successfully competed and currently holds the CERTIRFIED FINANCIAL PLANNER™ designation. To add additional planning knowledge, he completed the Certified Divorce Financial Analyst® designation in 2021. He is a current and active member in the Financial Planning Association of Charlotte and a member of the Charlotte Estate Planning Council. He is passionate about cars, being outdoors, and playing golf. He currently lives in Charlotte with his wife Sonja, daughter Analie, and dog Mila.