James Ryan
Wealth Advisor at Suntrust
Based in Baltimore, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Baltimore
Industry
Financial Services
Company size
12K
Contact information
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j•••••••@truist.com
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Background
About James Ryan
I joined Mercantile Bank & Trust in August 2005 as an Internal Risk Analyst with Credit Underwriting. In March 2007, I transferred to the Wealth Management Department. In September of that year, PNC Bank finalized the merger with Mercantile Bank & Trust. Over the next 7 years, I grew my book of business to approximately in assets and approximately 150 relationships. I provided strategic wealth management solutions to both existing clients, as well as new prospects sourced by myself and the Relationship Managers. In addition, I looked for opportunities to incorporate our Wealth Planner and Private Bankers to bring customized solutions to my clients. In 2014, I joined SunTrust Bank in the Private Wealth Management group as a Client Advisor. I collaborate with teammates to bring the full scope of Private Wealth to every one of my clients. This includes financial planning, trust and estate services, insurance solutions and lending solutions.
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