Ryan deLeon
Advisor Associate
As an Advisor Associate in Wealthspire’s Potomac office, Ryan works closely with clients and advisors throughout the financial planning process, helping manage ongoing client relationships and supporting the analysis and coordination behind their financial plans. He joined Wealthspire full time after completing the firm’s wealth management internship program in 2024. In addition to his internship with Wealthspire, he worked as an Investment Banking Analyst with Excalibur Investment Banking and completed a finance internship with Franklin Templeton. These experiences gave him early exposure to financial analysis, investments, and transaction-related work and developed the analytical foundation he now applies to financial planning and client relationships. Ryan earned a Bachelor of Science in Finance from the University of Maryland.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
