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  • With CAPTRUST Since 2016
  • 937.223.0600
  • 7812 McEwen Road, Suite 400 Dayton, OH 45459

Ryan W. Lee, CFP®

Ryan W. Lee, CFP®

Vice President,
Financial Advisor

  • Springfield, OH
  • Extreme Ownership | Shawshank Redemption
  • Steve Jobs, Jamie Dimon, and Elon Musk
  • Do what is right, even when no one is looking.
  • Integrity, passion, and loyalty

Financial Advisors

Ryan is a wealth management advisor who works out of the Dayton, OH office.

Ryan joined CAPTRUST in 2016 and serves as a vice president, financial advisor and is responsible for providing retirement plan advisory services to corporate fiduciaries, as well as comprehensive wealth management services to high-net-worth investors, private foundations, corporate executives, and business owners. He is motivated to improve the lives of his clients by relieving stress through sound financial advice.

Prior to joining the firm, Ryan served as a wealth management advisor at Teachers Insurance and Annuity Association (TIAA) and as an investment consultant with TD Ameritrade. When he is not in the office or with a client, Ryan enjoys spending time with his wife and daughters, playing golf and basketball, fishing, and spending time outdoors.

Education

  • Bachelor of Science degree in business administration and business management from Ohio Northern University

Industry Designations

  • Accredited Asset Management Specialist (AAMS®)
  • CERTIFIED FINANCIAL PLANNER™