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Video Introduction

Professional

Ryan Saunders was appointed Managing Director in 2011. He sees the organization as one big family and is focused on building client relationships as well as recruiting and developing the next generation of leaders.

Ryan has received the professional certification of CERTIFIED FINANCIAL PLANNER ™ (CFP®).

CERTIFIED FINANCIAL PLANNER™ (CFP®)

Ryan is proud to be certified by the Certified Financial Planner Board of Standards Inc. (CFP Board) as a financial planner who is committed to competent and ethical behavior when providing financial planning. To be certified by the CFP Board, Ryan has taken the extra step to demonstrate his professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements.

Ryan has also received the professional designations of Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Chartered Advisor for Senior Living (CASL) from the American College.

Chartered Life Underwriter (CLU)

The Chartered Life Underwriter (CLU) designation has long been recognized as the fundamental and foremost educational credential for individuals involved with the protection, accumulation, preservation and distribution of the economic values of human life. For agents, field managers, home office personnel, and others involved in the provision of life insurance to the public, the CLU designation is the common bond for continuing growth and commitment to professionalism.

Chartered Financial Consultant (ChFC)
The Chartered Financial Consultant (ChFC) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.

Chartered Advisor for Senior Living (CASL)
The Chartered Advisor for Senior Living (CASL) designation focuses on providing guidance and assistance on a broad range of financial and senior lifestyle topics including saving for retirement, structuring distributions from retirement plans, planning for health and long-term care needs, developing effective estate planning strategies, and managing life course transitions, family relationships and living arrangments.

Associations and Memberships

Million Dollar Round Table (MDRT)
Ryan is a Million Dollar Round Table (MDRT) Member since 2010. MDRT is the premiere association of financial professionals. MDRT status is granted for one year and members must apply each year to continue their affiliation with MDRT. Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards. MDRT's mission is to be a valued, member-driven international network of leading insurance and investment financial services professionals who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.

Member of the Kenan-Flagler Alumni Association-Charlotte

Member of the University of North Carolina at Chapel Hill Alumni Club-Charlotte

Member of the National Association of Insurance and Financial Advisors (NAIFA)

Legal Notice | Online Privacy Statement | Customer Privacy Notice | Third Party Links

Depending on the products and/or services being recommended or considered, refer to the appropriate disclosure brochure for important information on the Northwestern Mutual Wealth Management Company, its services, fees and conflicts of interest before investing or engaging in financial planning services. To obtain a copy of one or more of these brochures, contact your representative.

Northwestern Mutual is the fleet name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), and its subsidiaries. Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of Northwestern Mutual. Ryan Scott Saunders is a Representative of Northwestern Mutual Wealth Management Company®, Milwaukee, WI (WMC), a wholly-owned company of NM and limited purpose federal savings bank. WMC is not a broker-dealer or insurance company. All WMC products and services are offered only by properly credentialed Representatives who operate from agency offices of WMC. Representative is a District Agent of NM (life insurance, annuities and disability income insurance) and Northwestern Long Term Care Insurance Company, Milwaukee, WI, a subsidiary of NM (long-term care insurance), and a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS), 6235 Morrison Blvd, Charlotte, NC 28211-3508, 704-365-2014, a wholly-owned company of NM, registered investment adviser, broker-dealer and member FINRA (www.finra.org) and SIPC (www.sipc.org). Representative may also be an Investment Adviser Representative of NMIS. NM and the Northwestern Mutual Financial Network - Charlotte are not broker-dealers, registered investment advisers or federal savings banks. There may be instances when this agent represents insurance companies in addition to NM or its affiliates.

Investment products are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by, NMWMC or its affiliates and are subject to investment risks, including possible loss of the principal amount invested.

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states.

Ryan Scott Saunders is primarily licensed in North Carolina and may be licensed in other states.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Ryan Saunders, CFP®, CLU®, ChFC®, CASL®

Managing Director

Contact

Video Introduction

Professional

Associations and Memberships

Ryan Saunders, CFP^®, CLU^®, ChFC^®, CASL^®