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Ryan Thomas Cfp Cpa
Ryan Thomas Cfp Cpa
Senior Vice President / Financial Advisor | CAPTRUST
United States
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.
Ryan Thomas Cfp Cpa
Work Experience
Senior Vice President / Financial Advisor at
CAPTRUST
October 2023 - Present
Certified Financial Planner™ and CPA/ Director of Financial Planning at
COLUMN CAPITAL COMPANY LIMITED
July 2005 - September 2023
Senior Financial Planner/ formerly Auditor at
EY
June 2001 - July 2005
Staff Auditor at
Arthur Andersen & Co.
January 1999 - January 2001
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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