Ryan Munroe, CFP®
Senior Client Associate
As a senior client associate, Ryan works in close collaboration with Versant Capital Management’s wealth counselors to deliver a thorough lineup of wealth management and financial planning services to our clients. His responsibilities include the preparation of client financial plans, quarterly financial updates, and investment portfolio reviews, recommendations, and implementation.
Ryan is a CERTIFIED FINANCIAL PLANNER™ and holds the FINRA Series 66 license. Prior to joining Versant Capital Management, Ryan gained experience with JP Morgan Private Bank, TIAA and Janus Henderson Investors, where he worked with high net worth clients on their investment and retirement planning needs.
Ryan graduated from Colorado State University with a bachelor’s degree in investment analysis.
He resides in Scottsdale with his wife, son, and their golden retriever. Along with traveling with his family, Ryan enjoys sports of all kinds, especially hiking, snowboarding, ocean kayaking, and surfing.
Ryan joined the firm in 2019.