Directory
>
Ryan Roy
Ryan Roy
SVP, Manager of Wealth Services | Girard, a Univest Wealth Division
Pennsylvania, United States
Ryan Roy
Summary
Ryan Roy is a seasoned financial services professional with over two decades of experience in wealth management, investment advisory, and financial planning. He is a servant leader dedicated to fostering strong relationships and enhancing operational efficiencies. A graduate of Messiah College and Regent University, Ryan's career began in banking before he transitioned to entrepreneurship as co-owner of a senior home care business. His leadership skills were further honed as CFO of Wakeen Enterprise and as a vice president at Girard Partners. Ryan's diverse expertise spans healthcare, financial management, and strategic planning. He is passionate about helping clients navigate their financial futures while also being actively involved in his community. Residing in Pennsylvania with his family, Ryan balances his professional commitments with his personal life, embracing the challenges of both.
Ryan Roy
Work Experience
SVP, Manager of Wealth Services at
Girard, a Univest Wealth Division
September 2023 - Present
Vice President, Wealth Advisor at
Girard, a Univest Wealth Division
April 2018 - Present
Business Development Officer at
Girard Partners
November 2011 - Present
Chief Financial Officer at
Wakeen Enterprise, LLC
May 2017 - March 2018
Co-Owner/CEO at
Home Instead Senior Care of Lancaster County
May 2010 - January 2017
Investment Consultant at
Td Ameritrade
November 2000 - October 2010
CSR at
Waypoint Bank
January 1998 - January 1999
Ryan Roy
Education
Regent University, M.B.A
January 1996 - January 1998
Messiah College, B.S.
January 1992 - January 1996
Duquesne University, Executive Certificate In Financial Planning
January 2008
Frequently Asked Questions about Ryan Roy
What is Ryan Roy email address?
Ryan Roy's primary email address is ********@homeinstead.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Ryan Roy work for?
Ryan Roy is a SVP, Manager of Wealth Services at Girard, a Univest Wealth Division.
Where Ryan Roy graduated from?
Ryan Roy holds a degree in Financial Planning/Managment from Regent University.
How can I directly contact Ryan Roy?
To contact Ryan Roy directly, you can use the email address ********@homeinstead.com. Complete contact information is available upon registration with Muraena.
Who is Ryan Roy?
Ryan Roy is a seasoned financial services professional with over two decades of experience in wealth management, investment advisory, and financial planning. He is a servant leader dedicated to fostering strong relationships and enhancing operational efficiencies. A graduate of Messiah College and Regent University, Ryan's career began in banking before he transitioned to entrepreneurship as co-owner of a senior home care business. His leadership skills were further honed as CFO of Wakeen Enterprise and as a vice president at Girard Partners. Ryan's diverse expertise spans healthcare, financial management, and strategic planning. He is passionate about helping clients navigate their financial futures while also being actively involved in his community. Residing in Pennsylvania with his family, Ryan balances his professional commitments with his personal life, embracing the challenges of both.
Ryan`s contact details
********@homeinstead.com
****@meetgirard.com
Colleagues
Vice President, Client Service Manager at Girard, a Univest Wealth Division
Senior Municipal Pension Consultant, Vice President
Chairman
Wealth Trust Advisor, Vice President
Vice President, Senior Marketing Manager
Vice President, Director of Investment Research
Managing Director Of Relationship Management Svp
Vice President, Wealth Advisor
President
Chief Investment Officer, Executive Vice President