Ryan Jordan, CFP®

Assistant Vice President
Ryan is an assistant vice president and advisor in the firm’s Potomac office. As part of the team, he helps maintain client relationships by completing day-to-day tasks, serving as a point of contact for clients, and assisting in all aspects of the financial planning process.

During his time at Virginia Tech, Ryan was a member of the school’s student chapter of the Financial Planning Association and served as its President. He was also part of the Pamplin Undergraduate Mentor Program, Virginia Tech Finance Club. 

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.