RYAN WEALTH MANAGEMENT GROUP - Key Persons
Background and Experience
Starting her career in the financial industry in 2014, Amber joined Wells Fargo Advisors in 2018. For over seven years, Amber has dedicated her time to expanding her knowledge to better serve clients, no matter their current stage in life. Like a financial architect, she spends her time building customized strategies to structure balanced portfolios designed to address client's specific financial goals.
Amber was led to the Ryan Financial Group of Wells Fargo Advisors after learning the value to which they work to offer their clients. With a common goal of providing honesty in everything she does and having a desire for personal relationships, she has joined their team to provide the same level of service our clients have come to expect.
Job Titles:
- Associate
- Client Associate
Background and Experience
Anna joined Wells Fargo Advisors in 2020 as a client associate. Before joining Wells Fargo Advisors she spent over seven years in the banking and insurance industry. Anna works directly with our clients to address a wide range of administrative requests and offering knowledgeable support.
Job Titles:
- Financial Advisor
- Financial Advisor / First Vice President - Investments
Background and experience
With over 30 years of experience in the financial services industry, Herschel's professional mission is to help his clients prepare for life's transitions, challenges, and opportunities. Specifically, Herschel provides comprehensive investment planning, with special emphasis on retirement income strategies, to retired individuals, business owners, and business executives.
In 1992, Herschel began his financial services career with A.G. Edwards, a predecessor firm of Wells Fargo Advisors. For 20 years prior to joining A.G. Edwards, Herschel ran a family-owned real estate and construction company.
Job Titles:
- Senior Registered Client Associate
Background and experience
Over thirty years ago, Kim Rountree moved to Dallas, TX from her Louisiana hometown of West Monroe. It was that day that she found the perfect fit for her career goals, when she accepted her first position in the world of finance.
Kim recently returned to Louisiana to be closer to family and has joined the Wells Fargo Advisors branchin Monroe, Louisiana as a Senior Registered Client Associate. She will use her excellent communication skills to understand each client's objectives and concerns. She listens carefully and is ready to respond to their requests in a timely and thorough manner.
"I am passionately committed to putting the interests of our clients first," Kim says. "My goal is to always be responsive to the needs of our clients. It is my commitment to provide the top-notch service the Monroe, LA branch is known for."
This commitment to clients was present even in her early days in Dallas when she begin working for Merrill Lynch as an administrative assistant. She gained further experience in different aspects of the industry as she took on managerial duties with Wells Fargo while working with investment brokers and the compliance department. Later, Kim was an associate with Morgan Stanley and worked with a wide range of high-net-worth clients.
Job Titles:
- First Vice President - Investments
Background and Experience
For more than 19 years, I have had the privilege to serve as a financial advisor to families, individuals, and institutions. My mission is to help clients and co-workers attain their financial goals and prepare them for life's transitions, challenges, and opportunities.
In 2003, I returned home to Monroe, LA to join my father, Herschel Ryan, at A.G. Edwards, a predecessor firm of Wells Fargo Advisors. In 2008, I earned the CERTIFIED FINANCIAL PLANNER TM designation. The CFP® certification identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board and have successfully completed coursework on financial topics in the following areas: general principles of financial strategies, insurance planning and risk management, employee benefits planning, and retirement and estate planning strategies. CFP® certificants also agree to meet ongoing continuing education requirements. Prior to joining the financial services industry, I earned a Bachelor of Science in Business Administration from Louisiana State University (LSU).