Whether you are a first time investor or an experienced pro, you will be able to find the information, products and help you need through the Member Investment Services Program at Telco. We offer a full array of traditional and alternative investments to cater to the growing needs of our members.
Telco's Member Financial Investment Services Program can help you manage current investments or create a personal financial blueprint to help you achieve your goals. Through our partnership with Lincoln Financial Securities (Lincoln Financial), advisory representative, Ryan Moran can meet with you to discuss your investment options.
Ryan believes that if you’re thinking about your assets when your head hits the pillow at night, then your financial strategy likely needs to be re-evaluated. Investment planning is about more than just stocks, bonds, and cash. It’s about identifying and protecting what matters most to you – your family, lifestyle, and wealth.
Background and Experience
For nearly two decades Ryan has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Ryan has dedicated his career to delivering the personalized investment planning services that his clients deserve.
Ryan began his career as a Financial Advisor with Morgan Stanley in Asheville, where he developed his fundamental investment knowledge. He moved to Wachovia Securities/Wells Fargo Advisors, in 2005 and remained there 15 years. In 2020, Ryan joined with Lincoln Financial Securities, partnering with Telco Community Credit Union, so he could turn from a corporate-based structure to a community-based model, providing personalized service to individuals and families. Ryan noticed many clients receive market information from sources that do not reflect their individual needs and goals. That’s why he focuses on informing his clients about their options so that he can then collaborate with them to find suitable financial strategies to put in place.
While earning his bachelor’s degree at UNC at Charlotte, Ryan studied abroad in London, England, where he continued to enjoy exploring new places and meeting new people. After college, he settled in the Asheville area and still loves all the city has to offer.
Away From the Office
Ryan spends his free time with his wife of more than 20 years, Jen, an assistant teacher at Fairview Elementary, and their children, Elena, Suzanna, and Luke. They like to stay active both physically and mentally, whether it’s playing tennis as a family at the local parks around Asheville, or taking road trips to find new natural history and science museums. Ryan also enjoys discovering new podcasts.
Please contact Ryan to discuss these topics and more, at no cost and no obligation:
- Investments, IRAs, and 401Ks
- Retirement Planning
- Lifetime Income Sources
- Life Insurance
- Long Term Care Insurance
Ryan P. Moran
Lincoln Financial Securities