Gloria Ryan

Gloria B. Ryan
Wealth Advisor Truist Bank

1400 Post Oak Blvd

Houston, TX 77056-3007

About me

Background

Gloria Ryan is a Senior Wealth Advisor with Truist Bank, offering more than 25 years of comprehensive wealth management experience with a team approach that brings together specialists in investments, financial planning, estate planning, life insurance, credit strategies and family governance & education.  
Gloria holds herself accountable for recommending strategies with her client’s needs and goals in mind. These strategies are supported not only by the deep knowledge of her team of specialists, but also by her highly attentive service and coordination of resources. She takes the time to learn about and understand the critical aspects of her clients’ financial lives so she can assess the interaction and far-reaching impact of their multiple objectives.

Registered Representative, Truist Investment Services, Inc. Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

BBA - Finance
Wilfrid Laurier University, Waterloo, Canada 1991 1995

Personal Interests

Gloria grew up in Canada and is of first-generation Italian descent; her parents are from Italy where they met and married and then immigrated to Canada searching for opportunity and a better life. Gloria graduated from Wilfrid Laurier University (Canada) in 1995 with a Bachelor’s Degree in Business Administration, after which she began her banking career. Gloria’s work brought her to Houston in 2007 where she and her husband, Nick, have settled and made home. They have two sons, Max and Sam, who attend Second Baptist School. They are also members of Second Baptist Church where Gloria and Nick serve in the Kids Ministry and teach bible class on Sundays. Outside of work, Gloria enjoys spending time with family, volunteering at church and school, travelling to visit extended family, and long distance runs around Houston’s many beautiful neighborhoods. 

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

To
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