Ryan is one of the founding members of 114 Private Wealth Group of Wells Fargo Advisors (formerly the Alexandria Wealth Management Group of Wells Fargo Advisors). He focuses on helping clients build, preserve and transfer their wealth through multiple generations. He uses professional asset managers and risk based asset allocation strategies to help his clients achieve their financial goals.

For over 25 years Ryan has had the privilege of being a trusted financial advisor to families and institutions. Through passion and dedication, his experience has been recognized throughout the industry:
•Forbes Top 250 Wealth Advisors (2016-2024)¹
•Forbes Best-In-State Wealth Advisors (2018-2024)²
•Forbes Top Wealth Management Teams (2022-2023)³
•Forbes Best-In-State Wealth Management Teams (2023-2024)⁴
•Barron’s Top 1200 State by State Advisors (2015-2024)⁵
•Five Star Wealth Manager Award (2023)⁶

As a student track athlete, Ryan earned his bachelor’s degree in Economics and Finance from Missouri Southern State University. He then earned the CERTIFIED FINANCIAL PLANNER^TM and Accredited Asset Management Specialist^SM professional certifications.

Ryan enjoys coaching sports and mentoring students when away from the office. He also supports the following organizations: National Breast Cancer Foundation, Make-A-Wish Foundation, National MS Society, The Women’s Center, Maryland Court Appointed Special Advocate Association, Compassion International.


 


1 2024 Forbes Top 250 Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). Fee paid for use of marketing materials. 2023 Forbes Top 250 Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Top 250 Wealth Advisors: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22. 2021 Forbes Top 250 Wealth Advisors: Awarded August 2021; Data compiled by SHOOK Research LLC based on the time period from 3/31/20 - 3/31/21. 2020 Forbes Top 250 Wealth Advisors: Awarded August 2020; Data compiled by SHOOK Research LLC based on the time period from 3/31/19 - 3/31/20. 2019 Forbes Top 250 Wealth Advisors: Awarded September 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19. 2018 Forbes Top 250 Wealth Advisors: Awarded September 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18. 2017 Forbes Top 250 Wealth Advisors: Awarded September 2017; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 06/30/17. 2016 Forbes Top 250 Wealth Advisors: Awarded August 2016. Data compiled by SHOOK Research LLC based on the time period from 6/30/15 - 06/30/16. The Forbes Top 250 Wealth Advisors (AKA Top Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from
6/30/22 - 6/30/23 (Source: Forbes.com). Fee paid for use of marketing materials. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from
6/30/17 - 6/30/18. 2018 Forbes Best-In-State Wealth Advisors: (Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. High Net Worth designates advisors whose account sizes are typically under $10mm, though may have accounts with higher amounts.

3 2023 Forbes Top Wealth Management Teams: Awarded November 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). Fee paid for use of marketing materials. 2022 Forbes Top Wealth Management Teams: Awarded November 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22. The Forbes Top Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. High Net Worth designates advisors whose account sizes are typically under $10mm, though may have accounts with higher amounts.

4 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). Fee paid for use of marketing materials. 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22. The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. High Net Worth designates advisors whose account sizes are typically under $10mm, though may have accounts with higher amounts.

5 2024 Barron’s Top 1,200 State By State Advisors: Awarded March 2024; Data Compiled by Barron's based on the time period from Oct. 2022 - Sept. 2023 (Source: Barrons.com). Fee Paid for use of marketing materials. 2023 Barron’s Top 1,200 State By State Advisors: Awarded March 2023; Data Compiled by Barron's based on the time period from Oct. 2021 - Sept. 2022. 2022 Barron’s Top 1,200 State By State Advisors: Awarded March 2022; Data Compiled by Barron's based on the time period from Oct. 2020 - Sept. 2021. 2021 Barron’s Top 1,200 State By State Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct. 2019 - Sept. 2020. 2020 Barron’s Top 1,200 State By State Advisors: Awarded March 2020; Data Compiled by Barron's based on the time period from Oct. 2018.- Sept. 2019. 2019 Barron’s Top 1,200 State By State Advisors: Awarded March 2019; Data Compiled by Barron's based on the time period from Oct. 2017 - Sept. 2018. 2018 Barron’s Top 1,200 State By State Advisors: Awarded March 2018; Data Compiled by Barron's based on the time period from Oct. 2016 - Sept. 2017. 2017 Barron’s Top 1,200 State By State Advisors: Awarded March 2017; Data Compiled by Barron's based on the time period from Oct. 2015 - Sept. 2016. 2016 Barron’s Top 1,200 State By State Advisors: Awarded March 2016; Data Compiled by Barron's based on the time period from Oct. 2014 - Sept. 2015. 2015 Barron’s Top 1,200 State By State Advisors: Awarded February 2015; Data Compiled by Barron's based on the time period from Oct. 2013 - Sept. 2014. The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

6 THE FIVE STAR WEALTH MANAGER AWARD was issued on 10/17/23 by Five Star Professional (FSP) for the time period 1/9/23 through 7/31/23. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 2,627 wealth managers were considered for the award; 160 (6% of candidates) were named 2023 Five Star Wealth Managers. Visit www.fivestarprofessional.com.

CA Insurance License Number: 0E23814. Resident State VA

Frank Key is a Managing Director – Investments with Wells Fargo Advisors and brings with him over 40 years of industry experience. A graduate of the University of Virginia, Frank joined the Alexandria office of A.G. Edwards (a predecessor Firm of Wells Fargo Advisors) as a Financial Advisor in 1981. In 1995 he was named the Branch Manager, a position he held until 2010 when he chose to focus exclusively on helping his clients meet their financial goals. Today, Frank's area of concentration is employing risk based asset allocation strategies to help his clients diversify investments.

Frank has earned the CERTIFIED FINANCIAL PLANNER® and the Certified Private Wealth Advisor® professional certifications. The CPWA® is an advanced certification designed for experienced advisors who work with high-net-worth clients. It focuses on the full cycle of wealth – accumulation, preservation & distribution. Candidates who earn this designation learn to identify and analyze challenges facing high-net-worth clients and learn to develop specific strategies to help reduce taxes*, monetize and preserve assets, increase growth potential, and transfer wealth.

Frank resides in McLean, Virginia with his wife, Kathy, and enjoys playing tennis and traveling in his spare time.



*Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.

CA Insurance License Number: 0C18441. Resident State VA.

Charles "Chuck" Markson has dedicated the last 35 years to helping his clients navigate the shifting financial markets to reach their wealth management goals. His mission is to provide every client with targeted, comprehensive financial advice and portfolio management - delivered with the highest level of personal service and professional integrity.

Chuck believes it takes careful planning to ensure your wealth continues to work in support of your goals. As such, this planning is not a single event but a constant process of adaption. Chuck works continually with his clients to update their investment strategies as the market and life circumstances change. He helps clients stay current with regulatory and legal changes and uses estate planning strategies* to help preserve their wealth - now and for generations to come.

Chuck has been recognized as a Wells Fargo Platinum Council Advisor in 2016, 2017, 2020, 2021 and 2022. The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.

Residing just south of Old Town Alexandria, Chuck, his wife Linda and their two children enjoy every aspect of living in the thriving suburbs of the Washington D.C, metropolitan area. He coached soccer for over 25 years with the local community sports clubs before retiring to the golf courses of Northern Virginia. As an active member of the Mount Vernon Golf Club, he hopes to enjoy the game of golf for many years to come.

*Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice in your state.

Phil is a Financial Consultant with 114 Private Wealth Group of Wells Fargo Advisors. He focuses on building long lasting client relationships based on honesty and integrity. In particular, Phil strives to uncover what is most important to each client when designing personalized investment strategies.

Phil graduated from Virginia Tech with a Bachelor of Science in Business. He has over 8 years of wealth management experience and holds the Series 7 and 66 securities registrations and life, health, and variable insurance licenses. Phil has also earned his CERTIFIED FINANCIAL PLANNER™ certification.

Phil resides in Alexandria, VA and enjoys spending time with family and friends, exploring the outdoors and national monuments around Washington, D.C., and playing golf.

Tracy Hoben-Shelkin has over 25 years of financial services experience. She is a seasoned professional who brings a wealth of knowledge and experience to her role and a strong passion for helping clients achieve their financial goals. Her strong work ethic and commitment to excellence have been evident throughout her career. From 2012 through 2018, she was repeatedly recognized by Wells Fargo Advisors as a Platinum Council Client Associate* based on exemplary service and professionalism. In 2021, Tracy earned the title Private Wealth Client Associate. She holds the Series 63, 66 and 7 securities registrations.

A native of Alexandria, Tracy earned a bachelor’s degree in Business Administration from George Mason University. She is an advocate for the National Breast Cancer Foundation.

Away from the office, she enjoys traveling to watch her son play college baseball and her daughter's competitive dancing.


*The Wells Fargo Advisors Platinum Council Client Associate (previously Premier Client Associate) distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.

Roxy joined the 114 Private Wealth Group of Wells Fargo Advisors in 2017. With over 10 years of experience in the financial industry, she focuses on complex, detail-oriented projects and providing a superior client experience. She in particular enjoys working on investment plans for high-net-worth and multi-generational clients.

She graduated from George Mason University in 2013 with a bachelor’s degree in Government and International Politics. She also holds the FINRA Series 66 and 7 securities registrations. Roxy has also earned the CERTIFIED FINANCIAL PLANNER® professional certification. 

Away from the office, Roxy enjoys staying active, traveling and spending time with her family.

 

Annie has been with 114 Private Wealth Group of Wells Fargo Advisors since 2021. Her background in the public relations industry allows her to provide a high-level service experience to our clients. She brings her meticulous attention to detail, strong organizational skills, and joy of writing to the team.

Annie graduated from the University of Virginia in 2011 with a bachelor’s degree in Sociology. She holds the FINRA Series 7 and Series 66 securities registrations.

When she’s not in the office, Annie enjoys spending time with her family and trying new recipes in the kitchen. 

Alyssa joined Wells Fargo & Company in 2014 as a Personal Banker. With both banking and investment experience, Alyssa’s goal is to build long term client relationships based on trust and providing top-notch service.

She graduated from the College of Central Florida with her bachelor’s degree in Business and Organizational Management and holds the Series 7 and Series 66 securities registrations.

Born and raised in the horse capital of the world, Ocala, FL, Alyssa spent summers tending to the horses on the family farm. In her free time, she continues to enjoy riding horses and outdoor sports.