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Ryan Lee, CFP®, AAMS®Vice President, Financial Advisor

  • 7812 McEwen Road, Suite 400
    Dayton, OH 45459
  • 937.223.0600
  • LinkedIn

Ryan joined CAPTRUST in 2016 and serves as a vice president, financial advisor and is responsible for providing retirement plan advisory services to corporate fiduciaries, as well as comprehensive wealth management services to high-net-worth investors, private foundations, corporate executives, and business owners. Prior to joining the firm, Ryan served as a wealth management advisor at Teachers Insurance and Annuity Association (TIAA) and as an investment consultant with TD Ameritrade.

EDUCATION

  • Bachelor of Science degree in business administration and business management from Ohio Northern University

INDUSTRY DESIGNATIONS

  • Accredited Asset Management Specialist (AAMS®)
  • CERTIFIED FINANCIAL PLANNER

Personal Profile

Hometown:
Springfield, OH
Favorite Book or Movie:
The Rock
Ideal Dinner Guest:
Warren Buffett, LeBron James, and Tim Tebow
Words to Live By:
Do what is right, even when no one is looking.
Qualities I Admire in People:
Integrity, passion, and knowledge.