Ryan Monteleone, Financial Advisor

FINANCIAL ADVISOR
Ryan G Monteleone

ChFC®, ABFP™, AAMS™
329 Earnie Ln, Holly Springs, NC 27540opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Divorce Finances
  • Estate & Legacy Strategies

Certifications

  • ChFC®

    Chartered Financial Consultant®

  • ABFP™

    Accredited Behavioral Finance Professional™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Running
  • Traveling
  • Spending Time with Family
  • Golfing
  • Baseball

Team Members

  • Emily Hollyday
    Branch Office Administrator
  • Brandi Miller
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(919) 557-6629

Fax

(888) 812-7392

Office Address

329 Earnie Ln
Holly Springs, NC 27540opens in a new window

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