Crossan Ryals

Wealth Manager

“As your advisor it is my objective to deliver comprehensive and unbiased financial advice allowing you to reach and maintain your financial goals.”

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About Crossan
Meet Crossan

Crossan was introduced to the financial advisory world by her father, RFG Wealth Manager and Co-Founder, Alan Ryals. Finding her passion in finance as well, she graduated from the University of Alabama Cum Laude with a degree in Finance and Economics.

Crossan joined RFG Advisory in August of 2021 and is excited to help her clients find the financial plan that is right for them and promote financial stability and independence.

Crossan lives in Birmingham, Alabama with her sphynx cat and enjoys weekends at the lake, finding the best restaurants in town, and spending time with family.

This is where your personal game plan starts. We’ll work together to identify your needs, wants, dreams, and concerns too. I’ll analyze items like your financial statements, tax returns, cash flow and budget. From there we will create a plan of action that I will coach you through.
Once your financial goals are identified, we’ll build a customized investment portfolio to meet them. Leveraging RC’s state-of-the art portfolio stress testing and risk assessment tools we ensure that your questions are answered, and needs are met. We’ll meet regularly to review your progress and adjust for any curve balls life may throw at you.
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Similar to how sports teammates need to know what play has been called, all members of your team need to know your plan too. I will work with the applicable members of your team – the CPAs, Attorneys, Lenders – to make sure we’re working together on your behalf.
Access real-time statements and customized reports related to your financial plan. You can also organize and store documents that are important to your financial life, which may include a Trust or a Durable Power of Attorney, for example. This tool gives busy clients the peace of mind to know that everything they need is in one centralized location that you can access any time of day or night.
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Knowledge truly is power. I consider the teaching aspect of my job the most important – whether that’s in a private client meeting or a larger educational event. My larger events have included discussions on current market observations, investing in your values, and general wealth concepts. I’m especially passionate about educating women about money – without all the jargon so that they can focus on living Financially Fearless. See the latest initiatives here.
Many people are confused about how their life insurance policy works and are unsure how to find out more, knowing it can be difficult to get opiecuve aavice trom agents that work on commission. Many policies nave not perrormea as expectea leaving une policy owne to get objective advice from agents that work on commission. Many policies have not performed as expected leaving the policy owner unsure how to get more information. We bring clients through a process that reveals how their policy works, so that they know how to best manage it going forward.
Contact Us

1400 Urban Center Drive, Suite 475
Vestavia Hills AL, 35242

Contact Crossan

E: cryals@rfgadvisory.com
P: (205) 858-1052
C: (205) 434-0038

Contact Jessica

P: (205) 397-2465

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To learn more about Crossan, the financial services, or to get started now developing a financial plan for your future, you may call Crossan at (205) 434-0038, email her at cryals@rfgadvisory.com or send her a message below.

All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.

Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

RFG Advisory Part 3, Form CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.

The Registered Representative(s) of PCS referenced on this website may only conduct securities business in the states in which they are currently registered. For a list of a Registered Representative’s current registered states, please visit FINRA’s BrokerCheck.

Insurance products and services are offered through a number of insurance providers, including RFG Solutions LLC, an affiliated company of RFG Advisory.

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