Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Accessible, knowledgeable and experienced, I am committed to building and maintaining strong client relationships. I am passionate about what I do and I bring that passion to helping every client make what may be the most important financial decisions of their lives.
Ryan Shuler focuses on serving clients and developing, implementing, and reviewing a financial strategy unique to one's goals. Ryan's relationships are most impactful when clients allow him to help them organize their financial lives. He wants to know what you own, how you own it, and what your goals are. Ryan wants to understand the intention of your wealth before you start talking about investments. In addition to investments, Ryan has access to lending solutions (mortgage) offered through Bank of America, and he assists with estate planning services, tax minimization planning, ESG investing, insurance needs, and anything else that may be unique to you and your family.
NMLS# - 1505416
Ryan graduated from Georgetown University McDonough School of Business, where he played four years of collegiate lacrosse and was team captain. A Washington, DC, native, he attended Georgetown Prep and remains active in his high school alumni association, and in the local community as a member of Make-A-Wish® Mid-Atlantic, Inc.Advisory Board. Ryan holds the CERTIFIED FINANCIAL PLANNER™ certification, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and he holds the Certified Plan Fiduciary Advisor (CPFA) designation.
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June 17th, 2020|1:00 PM - 2:00 PM EST
Please join us on Wednesday June 17th from 1:00pm-2:00pm EST for an exclusive conference call with Marisa Sullivan, CFA, Vice President ESG Equity Strategy at Bank of America. Marisa will provide an ESG (Environmental, Social, Governance) overview and highlight recent themes and research, including Bank of America’s new ESGMeter. This is a timely call as ESG investing becomes more prominent as investors are more conscientious of the companies they invest in. There will be opportunity for Q&A following Marisa’s presentation.
Please contact me for dial in details and presentation.
*Impact investing and/or Environmental Social Governance (ESG) investing has certain risks based on the fact that ESG criteria excludes securities of certain issuers for nonfinancial reasons and therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.
June 30th, 2020|4:15 PM - 5:15 PM EST
Please join us tomorrow at 4:15 p.m. Eastern for a client call hosted by Liam O’Neil, Head of Business Development for Merrill Private Wealth Management, to discuss the current market environment, how interest rates and the bond market are being affected, the potential impacts on an investor’s portfolio and where opportunities may exist.
The call’s featured speakers will be:
Chief Investment Officer, Merrill and Bank of America Private Bank
Head of U.S. Rates Strategy, BofA Global Research
Head of CIO Portfolio Strategy
Senior Investment Strategist, Chief Investment Office
August 20th, 2020|1:00 PM - 2:00 PM EST
What effect is the current pandemic having on nonprofit organizations- colleges and universities, healthcare organizations, social services and religious organizations and cultural institutions?
How are organizations reacting and what patterns are emerging for the future structure of the sector?
Please join us as our panel of speakers offers insights for non-profits as this time of crisis. During this session you will learn about ways to support each other in this environment and in the uncertain future.
Please contact me for registration details.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.