Asset Wealth Management

Alliance Bank & Trust is excited to now offer access to investment and planning options through R.J. Schrift Private Asset Management to help our clients meet those additional needs.

R.J. Schrift Asset Management

As opposed to creating an in-house investment program with potential employee turnover and unproven methods we selected an established investment firm that can deliver Asset & Wealth Management Services to our client’s right here in our community.

Ryan Schrift is an LPL Financial Advisor and owner of R.J. Schrift Private Asset Management in Belmont, NC.

Made available to you through their team of specialist at LPL Financial and R.J. Schrift Private Asset Management is:

• Private Asset Management
• Institutional Services
• Financial/Income Planning
• Insurance Services

For more information contact:

Sally Dunn, Alliance Bank & Trust Retail Banking Manager

Ryan is a graduate from Washington and Jefferson College’s department of Business and Economics with a B.A. in Accounting and a minor in Philosophy. He has contributed to our community through his service to the Gaston County Jaycees and the Gaston Regional Chamber of Commerce. Ryan has been recognized with the “Vision Award” as the Chamber of Commerce’s Entrepreneur of the year*, “Charles Hawkins Award” as a top Jaycee President in the state of North Carolina, and has received several Gaston County Jaycee service awards. Ryan writes a column on the first Sunday of every month for the Gaston Gazette, resides in Belmont, and is married to his wife Andrea.

*Awarded to a small business less than three years old, and in good standing with the Gaston Regional Chamber, in which the current business owner’s vision and leadership have provided the stimulus for growth and financial stability.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Alliance Bank & Trust and R.J. Schrift Private Asset Management are not registered broker/dealers and are not affiliated with LPL Financial.

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Insured by any Federal Government Agency Not a Bank Deposit

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, SC, LA, FL, GA, MD, NM, UT, and WI.