Richard Ryan, EA, CTFA, CFP, SE-AWMA

Trust Officers
Written By Shelly Morse

Richard Ryan, EA, CTFA, CFP, SE-AWMA

Trust Officer

Richard has over 25 years’ experience in Wealth Management, Fiduciary Tax, and Trust Administration.

Education: Bachelor of Science in Political Science from Northern Arizona University, Bachelor of Arts Cum Laude in Business and Management from the University of Maryland Global Campus. Diploma in Korean Language, Defense Language Institute. Graduate Studies in Asian Economic Development, Yonsei University, Seoul Korea. Candidate for Master of Science in Personal Financial Planning from the College for Financial Planning.

Shelly Morse
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