Investment Services

Whether you are a first time investor or an experienced pro, you will be able to find the information, Ryan-Bio-pic products and help you need through the Member Investment Services Program at Telco. We offer a full array of traditional and alternative investments to cater to the growing needs of our members.

We can help you manage current investments or create a personal financial blueprint to help you achieve your goals. Through our partnership with Cambridge Investment Research, Inc, advisory representative Ryan Moran can meet with you to discuss your investment options.

Focus

Ryan believes that if you’re thinking about your assets when your head hits the pillow at night, then your financial strategy likely needs to be re-evaluated. Investment planning is about more than just stocks, bonds, and cash. It’s about identifying and protecting what matters most to you – your family, lifestyle, and wealth.

Background and Experience

For nearly two decades Ryan has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Ryan has dedicated his career to delivering the personalized investment planning services that his clients deserve.

Ryan began his career as a Financial Advisor with Morgan Stanley in Asheville, where he developed his fundamental investment knowledge. He moved to Wachovia Securities/Wells Fargo Advisors, in 2005 and remained there 15 years. In 2020, Ryan joined with Lincoln Financial Securities and now Cambridge Investment Research, Inc. He partnered with Telco Community Credit Union, so he could turn from a corporate-based structure to a community-based model, providing personalized service to individuals and families. Ryan noticed many clients receive market information from sources that do not reflect their individual needs and goals. That’s why he focuses on informing his clients about their options so that he can then collaborate with them to find suitable financial strategies to put in place.

While earning his degree at University of North Carolina at Charlotte, Ryan studied abroad at Kingston University in England. After college, he settled in the Asheville area and still loves all the city has to offer.

About Ryan

Ryan spends his free time with his wife of more than 20 years, Jen, an assistant teacher at Fairview Elementary, and their 3 children. Their two daughters both attend the University of North Carolina at Chapel Hill. Their son is a student at Buncombe County’s STEM High School, Nesbitt Discovery Academy. They like to stay active both physically and mentally, whether it’s playing tennis as a family, or taking road trips to find new places to explore.

Please contact Ryan to discuss these topics and more, at no cost and no obligation:

Investments, IRAs, and 401Ks
Retirement Planning
Lifetime Income Sources
Life Insurance
Long Term Care Insurance

Ryan P. Moran

Advisory Representative
Cambridge Investment Research

Phone: 828-774-1429
E-Mail: ryan@enterprisefn.com

Check the background of your financial professional on FINRA's BrokerCheck.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Telco Community Credit Union and Cambridge are not affiliated. Non-deposit investment products are not NCUA insured, not credit union guaranteed, and may lose value.

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Telco Community Credit Union
1137 Smokey Park Highway
Candler, NC 28715

828.252.6458

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