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Ryan Roy

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Ryan Roy

SVP, Manager of Wealth Services | Girard, a Univest Wealth Division

Pennsylvania, United States

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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.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Sustainability

Organisational experience

Corporate Experience

Non-Profit Experience

Startup Experience

Ryan Roy

Work Experience

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SVP, Manager of Wealth Services at

Girard, a Univest Wealth Division

September 2023 - Present

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Vice President, Wealth Advisor at

Girard, a Univest Wealth Division

April 2018 - Present

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Business Development Officer at

Girard Partners

November 2011 - Present

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Chief Financial Officer at

Wakeen Enterprise, LLC

May 2017 - March 2018

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Co-Owner/CEO at

Home Instead Senior Care of Lancaster County

May 2010 - January 2017

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Investment Consultant at

Td Ameritrade

November 2000 - October 2010

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CSR at

Waypoint Bank

January 1998 - January 1999

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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

mail

********@homeinstead.com

****@meetgirard.com

Colleagues

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Ryan Krapf

Vice President, Client Service Manager at Girard, a Univest Wealth Division

Fred Older Cpa

Senior Municipal Pension Consultant, Vice President

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Rich Seidel

Chairman

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Kim Ressler

Wealth Trust Advisor, Vice President

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Lauren Darkes

Vice President, Senior Marketing Manager

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Nathan Rosenberg

Vice President, Director of Investment Research

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Chris Powers

Managing Director Of Relationship Management Svp

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David Devita Cfa Cfp Cepa Cipm

Vice President, Wealth Advisor

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David Geibel

President

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Timothy Chubb

Chief Investment Officer, Executive Vice President

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