Laura Ryan

Laura D. Ryan, CFP®
Wealth Advisor Truist Bank

2001 Ross Ave

Dallas, TX 75201-2911

About me

Background

I’m a Wealth Advisor with Truist Wealth, offering clients over 25 years of comprehensive wealth management experience, employing a team approach that brings together specialists in financial planning, investments, lending, risk management, and estate strategies.

As a CERTFIED FINANCIAL PLANNER™ (CFP®) professional, I hold myself accountable for recommending strategies that are always centered around my clients’ needs and goals. I know that managing personal wealth today has a necessary level of complexity and that my clients’ plans must be supported by deep knowledge from a team of specialists. In addition to providing highly attentive service, my team and I understand that significant wealth requires an understanding of a family’s values and may involve educating generations of family members on how these values impact the management of wealth. I take the time to talk to, learn about, and understand the critical aspects of a client’s and their family’s financial life so that I can assess the interaction and far-reaching impact of their multiple objectives.

Investment Adviser Representative, Truist Advisory Services, Inc. Registered Representative, Truist Investment Services, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Arts
Queens University of Charlotte

Personal Interests

A South Carolina native, I’ve lived in the Dallas area for 25+ years. My husband and I are the proud parents of two sons. I currently serve as the president of the board of directors for WiNGS (Women in Need of Generous Support), am a past chairman of the board of Girls Incorporated of Metropolitan Dallas, and am a member of the Dallas Estate Planning Council, where I formerly served on the board of governors.

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

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

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

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

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