Ryan Williams

MEET RYAN

I joined the team at Wagener-Lee as an administrative assistant in November 2021. I learned the ropes of financial advising working under Stephen Lee and earned my financial planning certification. I always had an interest in the markets. Finance is one of those things everyone has to deal with in life – whether that’s starting a savings account, planning for retirement or contributing to your 401(k). What better way to learn about it all than to do it myself?

MONEY MEMORIES

My grandparents always had a lot of coins around – just containers of coins everywhere. They taught me to count using those coins. Our family played a lot of Monopoly, which was like my first lesson in economics. My parents were always really responsible with money and instilled that in me. They taught me to save money where you can and plan accordingly.

CASH SAVVY

All that education from my parents and grandparents stuck with me.  I worked two jobs in college and chose to attend community college for the first two years to save money.  I also lived at home during that time to cut costs even more.

BEST TRAVEL STORY

I’ve traveled throughout the US, to places like Yellowstone and other National Parks. My fiancé and I traveled to Las Vegas. We wanted to rent a car to visit the Grand Canyon, but given my age at the time; renting a car is very expensive!  We found a less expensive option – a helicopter ride! It was cool to fly in the helicopter, over the Grand Canyon and seeing the Las Vegas strip from the air. We then took a bus to the Hoover Dam and went kayaking. The water was a beautiful, bright and emerald green.

RYAN 101

Ryan grew up in Charles County, Maryland. He started playing golf at the age of six and went on to play for his high school team. When Ryan isn’t working, he enjoys playing paintball and spending time with his fiancé, exploring local Maryland hiking trails.