Ryan Thomas is a Senior Vice President and Financial Advisor at CAPTRUSTs Indianapolis office, specializing in investment management and tax planning for high-net-worth families. A dual-certified CPA and CFP®, he leverages his background from Ernst & Young and a degree in accounting, business, and economics from Muskingum University to provide comprehensive financial advice.
Outside of his professional role, Ryan enjoys traveling, reading, and exercising. He is an active member of his local professional community, participating in the Financial Planning Association of Greater Indiana and the Indianapolis Estate Planning Council, showing a strong commitment to his field beyond his day-to-day work.
He has served in a leadership capacity as the former Chairman for the Financial Planning Association of Greater Indiana.
Ryan Thomas CFP®, CPA
Senior Vice President / Financial Advisor at CAPTRUST
Indianapolis, Indiana, United States
Overview
Topics They Care About
High-Net-Worth Guidance
His entire career focuses on providing comprehensive wealth management, tax, and investment advice to high-net-worth individuals and families.
Financial Planning Standards
He is a former Chairman of the FPA of Greater Indiana and a member of NAPFA, indicating a deep interest in the profession's standards and ethics.
Estate & Succession
He lists succession planning as a key expertise and is a member of the Indianapolis Estate Planning Council.
Media Appearances
Ryan Thomas | Wealth Advisor CAPTRUST. Featured in CAPTRUST
Work History
10-2023
Senior Vice President / Financial Advisor at CAPTRUST
7-2005 - 9-2023
Certified Financial Planner™ and CPA/ Director of Financial Planning at Column Capital
6-2001 - 7-2005
Senior Financial Planner/ formerly Auditor at Ernst & Young
1999 - 2001
Staff Auditor at Arthur Andersen & Co.
Education
2004 - 2005
CFP® Professional Educational Program from College for Financial Planning
1995 - 1999
BA of Arts from Muskingum University
More Information
Social Presence :
Prographics :
Exp : 27
Location : Indianapolis, Indiana, United States
Job Level : Leadership
Designation : Senior Vice President / Financial Advisor at CAPTRUST
