Ryan founded Masonboro in 2013 after many years working for some of the biggest names on Wall Street including Merrill Lynch, Wachovia Securities, and Wells Fargo Advisors. He also spent 5 years working as a Trust Officer for one of the largest banks in the Southeast. In that role, he administered Trusts, settled Estates, and developed custom Estate Plans for affluent families in a 5 county region. He still places an emphasis on Estate Planning when working with clients today.
Ryan holds a degree in Finance from UNC-Wilmington and later attended the Southeastern Trust School at Campbell University where he studied advanced Trust and Estate Planning techniques. He earned his Certified Financial Planner (CFP®) in 2007 and his Certified Trust and Financial Manager (CTFM) in 2004 (inactive).
Now with over 23 years of experience, Ryan has a passion for helping clients understand and navigate the financial markets and realize their long-term goals. Ryan is active in the community, most recently serving a 6-year term on the Board of Directors for The Carousel Center. He has also served on various committees for United Way and The NC Azalea Festival.
When not helping clients, Ryan loves spending time with his family fishing or camping on one of the many islands that dot our coastline. Whether you are planning for Retirement or just need help managing your investments, Ryan and his team are here to help.