Ryan Lee, CFP®, AAMS®Vice President, Financial Advisor
- 7812 McEwen Road, Suite 400
Dayton, OH 45459
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.
- Bachelor of Science degree in business administration and business management from Ohio Northern University
- Accredited Asset Management Specialist (AAMS®)
- CERTIFIED FINANCIAL PLANNER™
- 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.