Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Ryan Wolfsberg focuses on offering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. Ryan provides access to the investment insights of Merrill and the banking convenience of Bank of America to help address the various aspects of clients’ financial lives. Ryan is driven by his passion for delivering excellent service and helping clients pursue their goals.
Prior to joining Merrill Lynch Wealth Management, Ryan began his career with Raymond James Financial. While there, Ryan assisted with marketing and developing client relationships. Prior to his role with Raymond James, Ryan was a Professional Baseball Player having played with the Oakland Athletics, the Sussex County Miners, and the Ottawa Champions.
Ryan earned his bachelor’s degree from Hamilton College in 2017. A Dean’s List student, Ryan was a Captain of the Hamilton College Baseball Team and set Six All Time school records. Additionally, Ryan was an All Conference and All Region selection and helped lead his team to setting a program record in wins for a single season.
Away from the office, Ryan follows the deep-seated Merrill tradition of participating in the communities we serve. This drives his interest in spending time volunteering with organizations in our community. Ryan is involved with the United Way as well as the Make a Wish Foundation. Further, Ryan enjoys playing golf, fishing, and traveling. Ryan resides in Downtown Boston.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer
Bank of America, N.A.
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.