Brett Ryan

Brett Ryan, CFP®, CWS®

Private Wealth Advisor
Charlotte, NC
A Message from Brett
brett.ryan@bluetrust.com
704.409.1910

Brett Ryan is a private wealth advisor for the Private Wealth division of Blue Trust and serves his clients out of the office in Charlotte, North Carolina.

As an experienced wealth advisor to individuals, families, and businesses, Brett uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. Brett and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.

Prior to joining Blue Trust, Brett worked as a marketing assistant at Principal Financial Group. He was responsible for customer service, documentation, and managing trading. Brett also served as a youth care professional where he coached and developed life skills for troubled youth at Hillside Family Agencies.

Brett graduated from Liberty University with a BS in business finance and is a CERTIFIED FINANCIAL PLANNERTM certificant and Certified Wealth Strategist® (CWS®).

Active in his local church and community, Brett serves as a member on the board and finance committee of local non-profit BraveWorks.

Brett and his wife, Rebecca, live in Rock Hill, SC.

Testimonials

 
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Brett has been a trusted advisor for eight years and has guided us through significant financial decisions including the sale of our 25-year-old business. His knowledge in budgeting, taxes, financial planning, and investment strategies has been invaluable. His unwavering patience, peace, and confidence, along with his refreshing and contagious attitude, have been a true blessing. Brett prioritizes God, marriage, family, and charitable giving, which has deeply impacted our lives and held us accountable. Recently, we entrusted him with managing our mother’s investments. At 82, she now understands her portfolio for the first time, thanks to Brett’s gift for simplifying complex financial details.

Sean H.Charlotte, NC

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Brett Ryan is the consummate professional. He is extraordinarily skilled and constantly reminds us of the Proverb, “Do you see a man skillful in his work? He will stand before kings; he will not stand before obscure men” (22:29). Yet, he is much more than a consummate professional – he is a paragon of a faithful servant of Christ. He is humble, diligent, and wise. He is imminently trustworthy and has never given us the slightest reason to doubt that he has our best interest at heart. And he has become a dear friend of our family.

Bill C.Charlotte, NC

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Brett has managed my investment accounts and has taken care of other important personal planning including medicare supplements, estate planning, and qualified charitable contributions. His wisdom and support have been invaluable, and his judicious management of my accounts has helped me to take care of financial needs, travel, maintain my home, and enjoy serene retirement years. It means a lot to work with someone who shares my Christian values.

Linda A.Indian Trail, NC

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We are grateful for Brett’s wisdom and guidance over the past ten years. He has helped us to honor God with our resources and plan for the future. We especially appreciate his patience when we ask the same questions more than once. He has always been both kind and prompt in his responses.

David & Lisa C.Nicholasville, KY

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Brett has been a godsend to our family in so many ways. We both respect Brett’s opinion on our financial affairs, and we totally trust him. I not only feel I can come to him with financial questions, but with “soul-searching” spiritual questions as well.

Craig & Barb M.Charlotte, NC

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We have come to lean heavily on Brett for just about every major decision in our family. He has brought order, organization, clarity, and purpose to our finances. We so enjoy our meetings and time to discuss our family finances and appreciate Brett always pointing us to the Lord with every decision we make. He helps us make important decisions for now and the future and does not hesitate to tell us when we get off track. I sleep well at night knowing that we have everything buttoned up for the family should anything happen to either of us.

He has done the same for our business. I consider him a critical team member for my company, and I do not make any decisions without running them by him first. He has always been there for me to look over balance sheets and P&Ls and help strategize for the future. I also appreciate that he has, on more than one occasion, told me “NO.”

Perhaps equally as important, my wife and I consider Brett a friend. I feel like I could call him at any time during the day or night (and have) and know that he would be there for us.

Roby & Grace K.Sumter, SC

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Brett is a humble leader who has provided us with excellent client care. He consistently gives us timely feedback and insightful advice for making wise investment decisions and keeps our best interests at the forefront. Under his careful guidance, our investment portfolio has thrived. Moreover, he encourages us to experience the true riches of generosity.

Gentry & Hadley E.Indian Land, SC

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Brett is an excellent financial partner to our family. We know that he has our best interest at heart and trust what he tells us. We could not do it without him! Whenever we have a question or concern, he responds promptly and makes our lives easier.

Chris & Tina B.Simpsonville, SC

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We have been privileged to watch Brett grow in his personal life as well as his professional life. We look forward to being able to take advantage of his sage advice in our retirement years. We appreciate his friendship and his faith-based guidance!

John & Judy L.Waxhaw, NC

Resources

From Tithes to 1099s: Tax Terms to Know

Wisdom For Wealth. For Life.® Newsletter Winter 2025

The Price of Protectionism

From Tithes to 1099s: Tax Terms to Know

Wisdom For Wealth. For Life.® Newsletter Winter 2025

The Price of Protectionism

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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 12/31/24 and subject to change.
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