RYAN LEAF, CFP®, CIMA®, SE AWMA

Financial Advisor

Associate Vice President - Investments

Address: 200 S SHARON AMITY RD , CHARLOTTE , NC 28211
Call: 980-337-3101  |  800-359-8812    Fax: 704-365-9188
Email: ryan.leaf@wellsfargo.com Compose mail in a new window

Tailored Financial Strategies. Personal Service.

My Experience

  • 2024 - Present : Wells Fargo Advisors, Financial Advisor
  • 2022 - 2024 : Merrill Lynch, Financial Advisor
  • 2015 - 2022 : UBS, Financial Advisor

My Education & Credentials

  • BSBA- Finance- West Virginia University
  • Investment Management Theory & Practice- Yale School of Management

My Community Involvement

  • Vice President- West Virginia University Alumni Association- Charlotte Chapter
  • HEART Math Tutoring- Tutor
  • Charlotte Young Professionals Group- Event Committee
Securities Registered in the following states: CA, FL, GA, IL, LA, MD, ME, NC, NJ, NY, OR, PA, SC, TN, TX, WV
Insurance licensed in the following states: Resident State: NC
RYAN LEAF: Financial Advisor: Wells Fargo Clearing Services, LLC