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Ryan Thomas Cfp Cpa

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Ryan Thomas Cfp Cpa

Senior Vice President / Financial Advisor | CAPTRUST

United States

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Ryan Thomas Cfp Cpa

Summary

Ryan Thomas is a seasoned financial advisor with a strong background in estate planning, tax preparation, and wealth management. Currently serving as the Senior Vice President at CAPTRUST, he specializes in providing tailored financial strategies for high net worth individuals and families. With over two decades of experience in the financial services industry, Ryan has held key roles at prestigious firms including Ernst & Young and Arthur Andersen. His educational credentials include a CFP® designation and a BA in Accounting, Business & Economics from Muskingum University. Ryan's expertise extends beyond traditional financial planning; he is well-versed in investment management and charitable giving strategies. His career reflects a commitment to excellence and a deep understanding of the financial landscape. In addition to his professional pursuits, Ryan is passionate about mentoring the next generation of financial professionals and contributing to community initiatives.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

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Consulting Experience

Ryan Thomas Cfp Cpa

Work Experience

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Senior Vice President / Financial Advisor at

CAPTRUST

October 2023 - Present

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Certified Financial Planner™ and CPA/ Director of Financial Planning at

COLUMN CAPITAL COMPANY LIMITED

July 2005 - September 2023

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Senior Financial Planner/ formerly Auditor at

EY

June 2001 - July 2005

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Staff Auditor at

Arthur Andersen & Co.

January 1999 - January 2001

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Ryan Thomas Cfp Cpa

Education

College for Financial Planning

January 2004 - January 2005

Frequently Asked Questions about Ryan Thomas Cfp Cpa

What company does Ryan Thomas Cfp Cpa work for?

Ryan Thomas Cfp Cpa is a Senior Vice President / Financial Advisor at CAPTRUST, a company specializing in Monetary Authorities-Central Bank.

Where Ryan Thomas Cfp Cpa graduated from?

Ryan Thomas Cfp Cpa holds a degree in Cfp® Professional Educational Program from College for Financial Planning.

Who is Ryan Thomas Cfp Cpa?

Ryan Thomas is a seasoned financial advisor with a strong background in estate planning, tax preparation, and wealth management. Currently serving as the Senior Vice President at CAPTRUST, he specializes in providing tailored financial strategies for high net worth individuals and families. With over two decades of experience in the financial services industry, Ryan has held key roles at prestigious firms including Ernst & Young and Arthur Andersen. His educational credentials include a CFP® designation and a BA in Accounting, Business & Economics from Muskingum University. Ryan's expertise extends beyond traditional financial planning; he is well-versed in investment management and charitable giving strategies. His career reflects a commitment to excellence and a deep understanding of the financial landscape. In addition to his professional pursuits, Ryan is passionate about mentoring the next generation of financial professionals and contributing to community initiatives.

Ryan`s contact details

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