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- Trust & Estate Services2
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Since he started in the financial services industry in 2002, Tony has worked with local institutions and qualified individuals, focusing on investment management and distribution strategies. He now oversees The Ranallo Group at Merrill, one of the largest wealth advisory teams in the state entrusted with more than $900 million of individual and institutional assets as of February 2019. In 2017, Tony was named to the Financial Times Top 401 Retirement Plan Adviser in the United States.
Tony graduated Cum Laude from Arizona State University with a Bachelor of Science in Finance and later completed his Masters of Science in Financial Planning in Denver, Colorado.
Continuing to place an emphasis on education, Tony was one of the youngest professionals in the country to attain the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and has also completed the CIMA® designation, the CPWA® program, and is currently one of five advisors in the state of Iowa who have attained the Certified 401(k) Professional designation (as of 12/2018).
Locally, Tony is active with numerous non-profit organizations. He is on the board of the Des Moines Community Playhouse, a Builder’s Circle member for Habitat for Humanity, and works closely with several other local charities such as Amanda the Panda.
Tony resides in Waukee, Iowa with his wife Kimberly, their sons A.J. and Frankie, and daughter Peyton.
*Source: The Financial Times "Top 401 Retirement Plan Advisers" list, is an independent listing produced by the Financial Times (September, 2017). For more information about the selection criteria, go to http://details-he.re/HbLa7F. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.
Arizona State University
College for Financial Planning
Financial Times "Top 401 Retirement Plan Advisors" (New in 2015)
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1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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