About

W. Ryan Tevis

Ryan has worked in the financial services industry for over 19 years. He started Tevis Investment Management with one purpose in mind: to provide ethical and honest investment management advice with a focus on financial and estate planning. Ryan helps clients develop individualized investment strategies emphasizing proper asset allocations while establishing balanced, well-diversified portfolios that are tailored to individuals’ financial goals and needs.

Ryan earned a Bachelor’s of Arts degree from Baylor University, and a Masters of Business Administration (MBA) from the University of Dallas with a concentration in financial planning. Prior to the inception of Tevis Investment Management, Ryan worked for two of the largest financial services companies in the world: State Farm Insurance and Salomon Smith Barney (formerly a division of Citigroup). Ryan holds Series 7, 63, and 65 (Registered Investment Advisor) licenses as well as the Group One Insurance license.  In addition, Tevis Investment Management is a Registered Investment Advisory Firm.

 

 

Ryan currently lives in Plano, TX, a suburb of Dallas with his wife Tara, daughter Reagan, and son Blake. He enjoys spending time with his family, as well as playing golf, traveling, snow skiing, and attending various sporting events.

Contact

4300 Marsh Ridge Rd. Suite 112
Carrollton, TX 75010  (972) 971-2169

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