Ryan Walker, CFAWealth Advisor
How Ryan Can Help You
Ryan is a trusted advisor for clients who can guide clients through the esoteric world of financial markets with confidence. At the end of day, Ryan knows it is important for clients to be able to enjoy their wealth, and it only comes from a sound belief in their investment approach. Being an ardent student of capital markets, Ryan’s clients have the peace of mind that their wealth is being stewarded thoughtfully.
What Makes Ryan Knowledgeable
Ryan is a Wealth Advisor who joined Berman Capital Advisors in 2019 from Merrill Lynch’s Private Banking & Investment Group. At Merrill, he was focused on building and maintaining relationships with ultra-high net worth families, and his responsibilities included economic research, customized portfolio construction, and fundamental investment analysis. Ryan graduated from Auburn University with a Bachelor of Science degree in Business Administration. He holds the Chartered Financial Analyst (CFA) designation and is a member of the Atlanta Society of Finance and Investment Professionals.
Getting to Know Ryan
Ryan and his wife, Mary Beth, live in the Buckhead area with their 3 young boys. When he is not changing diapers, you will probably find him watching sports with family and friends or with his nose in a book. He is an active member of Kairos Church previously leading its Finance Committee.