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Ryan Sheets

CFP®, CRPC®
Sheets Smith Wealth Management
Atlanta , Georgia
Since 1982, SSWM has provided wealth management, financial planning, investment counsel and sophisticated strategies specifically developed for high-net-worth individuals and their families as well as for retirement plans and foundations.

Meet Ryan

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Introduction - Ryan Sheets
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529 Plans and College Planning - Ryan Sheets
Video Transcripts

Prior to joining Sheets Smith in 2013, Mr. Sheets spent five years with E*Trade Financial. During that time he served as a Client Service Representative, an Elite Client Service Representative and for the last four years as a Financial Consultant to E*Trade’s high net worth clients. He began his investment career in 2007 at Ameriprise Financial where he was a Financial Advisor.

Ryan received a Bachelor of Science in Business…

Prior to joining Sheets Smith in 2013, Mr. Sheets spent five years with E*Trade Financial. During that time he served as a Client Service Representative, an Elite Client Service Representative and for the last four years as a Financial Consultant to E*Trade’s high net worth clients. He began his investment career in 2007 at Ameriprise Financial where he was a Financial Advisor.

Ryan received a Bachelor of Science in Business Administration in Marketing and Management from Appalachian State University in North Carolina. He completed the Executive Certificate Program: CFP from the University of Georgia and obtained the designation of CERTIFIED FINANCIAL PLANNER™ and the designation of Chartered Retirement Planning Counselor.

Ryan, his wife Heather, and their daughters Hannah and Brooke live in the Underwood Hills neighborhood in Atlanta where Ryan serves as Treasurer of the Underwood Hills Neighborhood Association.


Services offered

Investment management
Financial planning
Investment consulting
Retirement planning
College planning
Estate planning
Alternative investments

Experience with

Small business owners
Business executives
Entrepreneurs
Families

Fee structure

Based on % of assets

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™
CRPC® - Chartered Retirement Planning Counselor℠

Education

Bachelors
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