Ryan Wickersham

About Ryan Wickersham

I fell in love with financial planning during my time at Liberty University. While in their CFP board certified program, I was able to gain valuable experience as a Peer Financial Coach serving fellow students with their unique financial situations. I am passionate about integrating faith, personal values, and forward-thinking financial planning to serve people of all walks. As an associate advisor, I support the development and review of financial strategies, prepare for client meetings, and contribute to managing Hilltop’s overall planning process. I also play a role on the Marketing committee focusing on our outreach to clients and relationships with strategic

Experience

1. Associate Advisor

   Hilltop Wealth Advisors

   Jun 2025 — Present · Chapel Hill, NC, US

   Partner with lead advisors to deliver a high-touch client experience throughout the relationship lifecyclePrepare and organize materials for client meetings and reviewsManage client follow-ups, service requests, and ongoing communicationSupport new client onboarding to ensure a smooth and efficient transitionCoordinate meetings with strategic partners to enhance the resources and support available to clientsAssist with marketing initiatives, client events, and engagement efforts to support practice growth Proficient use of eMoney, Wealthscape, Holistiplan, and Advyzon for portfolio analysis and planning support

Education

• Liberty University

  BS Business Administration & Data Analytics: Financial Planning