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About
Ryan DeVaughn is a Portfolio Manager at Trajan Wealth LLC, based in the Tampa, FL area. He is part of the Portfolio Management Group, where he provides fiduciary advisory services to clients, guiding them through investment strategies and asset allocation decisions. While specific asset classes are not detailed publicly, professionals in this group at Trajan Wealth typically focus on diversified portfolios for individuals and institutions, covering equities, fixed income, and multi-asset strategies.
Before joining Trajan Wealth in October 2022, Ryan served as an Investment Counselor at Fisher Investments, where he provided bespoke portfolio guidance for high net worth clients, and as a Business Banking Specialist at U.S. Bank, advising on financial solutions for businesses. His breadth of experience spans client advisory, portfolio construction, and business financial consulting, bringing a holistic perspective to wealth management.
Ryan holds degrees from Kaplan University, the University of North Carolina at Greensboro, and Appalachian State University, providing a strong foundation in finance and business. His track record is distinguished by a consistent focus on client outcomes and fiduciary responsibility, contributing to his positive reputation in the investment advisory sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Trajan Wealth LLC | Portfolio Manager | Oct 2022 to Present | — |
| Fisher Investments | Investment Counselor | Sep 2021 to Oct 2022 | — |
| U.S. Bank | Business Banking Specialist | Feb 2020 to Sep 2021 | — |
| Nationwide | NF Operations Leader | Jan 2017 to Oct 2019 | — |
| Nationwide | Financial Sales Specialist (External Wholesaler) | Apr 2014 to Jan 2017 | — |
| Nationwide | Regional Internal Consultant (Internal Wholesaler) | Jan 2012 to Apr 2014 | — |
| Nationwide | Various Roles | Jan 2010 to Jan 2012 | — |
| Arena Football League | Professional Football Player | Jan 2008 to Jan 2009 | — |
Education
Kaplan University
University of North Carolina at Greensboro
Appalachian State University
Others at Trajan Wealth LLC (14)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Phoenix, AZ , United States | |
D David Busch | Co-Chief Investment Officer | Scottsdale, AZ , United States |
| Portfolio Manager | Paradise Valley, AZ , United States | |
| Portfolio Manager | Scottsdale, AZ , United States | |
| Client Portfolio Manager | Scottsdale, AZ , United States | |
| Senior Portfolio Manager | New York, NY , United States | |
P Patricia Pellett | Client Portfolio Manager | Scottsdale, AZ , United States |
| Portfolio Manager | Scottsdale, AZ , United States | |
T Thomas Kelleher | Client Portfolio Manager | Phoenix, AZ , United States |
| Chief Investment Officer | Scottsdale, AZ , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
M Michael Cheung | Portfolio Manager and Head of Quantitative Research | Redwood Investment Management, LLC | Los Angeles, CA , United States |
| Managing Partner, Portfolio Manager | Redwood Investment Management, LLC | Scottsdale, AZ , United States |