Ryan Brown, CFP®
Managing Partner, Certified Financial Planner™ Professional & Retirement Planning Specialist at Trailhead Capital Management Group
O'Fallon, IL
Ryan joined Equitable Advisors in 2002 after graduating from the University of Missouri-Columbia with a Bachelor of Science in Business Administration in Finance and Banking. Ryan holds the Certified Financial Planner™ certification.
In 2004, Equitable Advisors awarded Ryan the title of Retirement Benefits Specialist - Tax Sheltered Plans; as a member of the Retirement Benefits Group, he focuses on retirement planning for educational and non-profit organizations and businesses. In 2008, he completed the Certified Financial Planner Certification. In 2014, he obtained the Retirement Planning Specialist title following his receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.
Ryan enjoys helping clients prioritize their financial strategies and develop goal-based solutions. “It’s all about having a meaningful conversation, identify potential problems, then implement and monitor solutions to help clients reach their goals,” he says.
An active member of his lifelong community, Ryan is highly involved in several organizations:
- Member – Saint Nicholas Parish Community
- Board Member of the O'Fallon Township High School Endowment Fund
- He is also a proud alumnus of Sigma Chi Fraternity, Xi Xi Chapter.
Ryan and his wife, Tracy, live in Lebanon, Illinois, with their daughters.
Trailhead Capital Management Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.