Ryan Wallace

In his role as a Wealth Strategist, Ryan partners with our team of Family Office Advisors and Portfolio Managers to help multi-generational families achieve their wealth planning objectives in a tax-efficient manner. Ryan’s tax and legal expertise is fundamental to the advice and solutions he provides our clients.

Prior to joining the firm in 2023, Ryan practiced law in Columbia, South Carolina. He also performed several roles in public accounting.

Ryan earned an L.L.M. in Taxation from the University of Florida Fredric G. Levin College of Law, graduated cum laude with a J.D. from the University of South Carolina School of Law, and received a B.B.A. in Accounting and Finance from Georgia Southern University. During his tenure at the University of South Carolina School of Law, he was a member of the Order of the Wig and Robe, an editor of the American Bar Association’s Real Property, Trust and Estate Law Journal, and recipient of the Arthur B. Custy Tax Award. Ryan is a member of the South Carolina Bar and holds Certified Public Accountant (CPA) licenses in Georgia and South Carolina.

D. Ryan Wallace