Ryan C. Davis
Director, Wealth Planning
Ryan serves as a Director, Wealth Planning for Cresset and is based in our Atlanta office. He provides client families and CEO Founders with comprehensive financial plans and strategies designed to meet their specific goals and objectives. His areas of focus include pre-transaction planning, estate and tax planning, cash-flow analysis, risk management, wealth transfer, and charitable planning.
Prior to Cresset, Ryan was a Wealth Planner with Abbot Downing, the ultra-high-net-worth wealth management division of Wells Fargo. Before moving into the wealth management industry, he was a practicing tax attorney focusing on trusts, estates, and closely held businesses.
Ryan earned a B.A. from the University of Oklahoma, Phi Beta Kappa; a J.D. from Tulane University; and an LL.M. in Taxation from the University of Florida.