Carrie Ryan, CFP

Financial Advisor

Biography

Contact Information:

phonePhone

317.846.1999

Debbie Moore

Account Administrator

My responsibilities are to serve our clients and to help with any questions regarding their accounts.  I can book appointments for you, and I am the first person you should call if you have any questions about your investment planning process.  My goal is to provide a concierge level of service to each client and work with our team to coordinate solutions and answers.

I have over sixteen years of experience in the financial services industry, previously at Waddell and Reed, Inc., and Washington National Insurance Company.  I hold the Series 7 Securities Registration, earned a BBS, specializing in Finance from Marshall University, and an MBA from Indiana University Kokomo.

Originally from Ohio, I have lived in Indiana since 1999.  I am a fan of college and NFL football, IndyCar racing, and 80s music.  My husband and I love to travel and attend live music and theatre events.
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Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
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Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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