Ryan Ingram, CFA, CFP®

Wealth Advisor

Ryan Ingram focuses on providing clients with comprehensive financial planning at United Capital Financial Advisors. He is part of a team that helps clients make confident, informed decisions regarding investment management, asset allocation, retirement planning, risk management and estate planning. Ryan believes money should serve our clients and not the other way around. His goal is to help all his clients live their best financial lives.

Ryan has nearly 15 years of financial services industry experience. He previously worked at Charles Schwab & Company as both a Financial Consultant as well as a Portfolio Consultant within the Private Client Group. Before joining United Capital, Ryan served as a Wealth Manager with the Bank of New York Mellon.

Ryan graduated with a Bachelor of Science in Psychology from Virginia Tech in Blacksburg, Virginia, and holds an MBA from Old Dominion University in Norfolk, Virginia. He is a Chartered Financial Analyst (CFA®) Charterholder and a Certified Financial Planner™.

Outside of the office, Ryan enjoys spending time with his wife, Patti, and their two daughters. Additionally, he spends his time exercising, training in Brazilian Jiu-jitsu and hiking.

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