Carrie Ryan
Financial Advisor
I have over 40 years of experience in the Financial Services industry. I began my career with Merrill Lynch and later worked with Blunt Ellis and Loewi Kemper Group. For the last 25 years, I’ve worked with Wells Fargo Advisors Financial Network, formerly A.G. Edwards and Sons.
I completed my Bachelor of Science Degree in Business from Indiana University in May 1983.
I’ve attained the following financial services registrations:
I earned the CERTIFIED FINANCIAL PLANNER™ certification from the College of Financial Planning in 1988. Earning CFP® certification requires completion of an approved educational program, rigorous examination, and stringent experience requirements. I adhere to a professional Code of Ethics and fulfill annual continuing education requirements to remain informed and knowledgeable of current planning strategies and financial trends.
I enjoy participating as a member of the Financial Planning Association and have had the honor of distinction for:
Community service is important to me. As an Indianapolis native, I have had the honor of serving as a member of the Board of Trustees for the Indiana Historical Society (IHS) from 2017 – 2023. Additionally, I have served on the Finance Committee for IHS since 2014.
I have had the pleasure of raising five beautiful children with my husband, Mark. I am forever indebted to Riley Hospital in Indianapolis as this is where our youngest child received the excellent care that ultimately lead to a miraculous recovery from bone cancer. I enjoy reading, traveling, and long walks. Spending time with our growing family is my greatest joy.
*The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of risk and compliance training, business production based on the past year, and professionalism. Net asset flow (NAF) may also be used to determine recipients.
**2023 survey conducted by Five Star Professional, an independent third-party research firm, who received nominations from peers or firms in the Indianapolis area and evaluated the nominees based on 10 objective criteria including client retention rates, client assets administered, firm review, and favorable regulatory and complaint history. The Five Star Award is not indicative of the wealth manager's future performance.
Award issued on 09/01/2021 by Five Star Professional (FSP) for the time period 12/07/2020 through 07/02/2021. 1716 Indianapolis-area wealth managers were considered for the award; 128 (7 % of candidates) were named Five Star Wealth Managers. Award issued on 09/01/2020 by Five Star Professional (FSP) for the time period 12/02/2019 through 6/12/2020. 1786 Indianapolis-area wealth managers were considered for the award; 143 (8 % of candidates) were named Five Star Wealth Managers. Award issued on 09/01/2019 by Five Star Professional (FSP) for the time period 11/19/2018 through 06/28/2019. 1659 Indianapolis-area wealth managers were considered for the award; 153 (9 % of candidates) were named Five Star Wealth Managers. Award issued on 09/01/2018 by Five Star Professional (FSP) for the time period 12/28/2017 through 07/23/2018. 1588 Indianapolis-area wealth managers were considered for the award; 149 (9 % of candidates) were named Five Star Wealth Managers. Award issued on 09/01/2017 by Five Star Professional (FSP) for the time period 12/29/2016 through 07/13/2017. 1164 Indianapolis-area wealth managers were considered for the award; 182 (16 % of candidates) were named Five Star Wealth Managers. Award issued on 08/01/2016 by Five Star Professional (FSP) for the time period 01/15/2016 through 07/21/2016. 1083 Indianapolis-area wealth managers were considered for the award; 332 (31 % of candidates) were named Five Star Wealth Managers. Award issued on 09/01/2015 by Five Star Professional (FSP) for the time period 01/15/2015 through 07/21/2015. 1743 Indianapolis-area wealth managers were considered for the award; 348 (20 % of candidates) were named Five Star Wealth Managers. Award issued on 09/01/2014 by Five Star Professional (FSP) for the time period 01/15/2014 through 07/21/2014. 2009 Indianapolis-area wealth managers were considered for the award; 360 (18 % of candidates) were named Five Star Wealth Managers. Visit Awards and Distinctions: Five Star Wealth Manager.
CA Insurance License Number; 0I91612. Resident State IN
I completed my Bachelor of Science Degree in Business from Indiana University in May 1983.
I’ve attained the following financial services registrations:
- Series 7, Series 63, Series 31, Series 24
I earned the CERTIFIED FINANCIAL PLANNER™ certification from the College of Financial Planning in 1988. Earning CFP® certification requires completion of an approved educational program, rigorous examination, and stringent experience requirements. I adhere to a professional Code of Ethics and fulfill annual continuing education requirements to remain informed and knowledgeable of current planning strategies and financial trends.
I enjoy participating as a member of the Financial Planning Association and have had the honor of distinction for:
- Wells Fargo Advisors Premier Advisor * 2010 – 2022
- “Indianapolis Five Star Wealth Manager” ** 2014 – 2018; 2020-2023
Community service is important to me. As an Indianapolis native, I have had the honor of serving as a member of the Board of Trustees for the Indiana Historical Society (IHS) from 2017 – 2023. Additionally, I have served on the Finance Committee for IHS since 2014.
I have had the pleasure of raising five beautiful children with my husband, Mark. I am forever indebted to Riley Hospital in Indianapolis as this is where our youngest child received the excellent care that ultimately lead to a miraculous recovery from bone cancer. I enjoy reading, traveling, and long walks. Spending time with our growing family is my greatest joy.
*The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of risk and compliance training, business production based on the past year, and professionalism. Net asset flow (NAF) may also be used to determine recipients.
**2023 survey conducted by Five Star Professional, an independent third-party research firm, who received nominations from peers or firms in the Indianapolis area and evaluated the nominees based on 10 objective criteria including client retention rates, client assets administered, firm review, and favorable regulatory and complaint history. The Five Star Award is not indicative of the wealth manager's future performance.
Award issued on 09/01/2021 by Five Star Professional (FSP) for the time period 12/07/2020 through 07/02/2021. 1716 Indianapolis-area wealth managers were considered for the award; 128 (7 % of candidates) were named Five Star Wealth Managers. Award issued on 09/01/2020 by Five Star Professional (FSP) for the time period 12/02/2019 through 6/12/2020. 1786 Indianapolis-area wealth managers were considered for the award; 143 (8 % of candidates) were named Five Star Wealth Managers. Award issued on 09/01/2019 by Five Star Professional (FSP) for the time period 11/19/2018 through 06/28/2019. 1659 Indianapolis-area wealth managers were considered for the award; 153 (9 % of candidates) were named Five Star Wealth Managers. Award issued on 09/01/2018 by Five Star Professional (FSP) for the time period 12/28/2017 through 07/23/2018. 1588 Indianapolis-area wealth managers were considered for the award; 149 (9 % of candidates) were named Five Star Wealth Managers. Award issued on 09/01/2017 by Five Star Professional (FSP) for the time period 12/29/2016 through 07/13/2017. 1164 Indianapolis-area wealth managers were considered for the award; 182 (16 % of candidates) were named Five Star Wealth Managers. Award issued on 08/01/2016 by Five Star Professional (FSP) for the time period 01/15/2016 through 07/21/2016. 1083 Indianapolis-area wealth managers were considered for the award; 332 (31 % of candidates) were named Five Star Wealth Managers. Award issued on 09/01/2015 by Five Star Professional (FSP) for the time period 01/15/2015 through 07/21/2015. 1743 Indianapolis-area wealth managers were considered for the award; 348 (20 % of candidates) were named Five Star Wealth Managers. Award issued on 09/01/2014 by Five Star Professional (FSP) for the time period 01/15/2014 through 07/21/2014. 2009 Indianapolis-area wealth managers were considered for the award; 360 (18 % of candidates) were named Five Star Wealth Managers. Visit Awards and Distinctions: Five Star Wealth Manager.
CA Insurance License Number; 0I91612. Resident State IN