Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Watch experts answer key questions to help you and your employees prepare for rising costs and game-changing innovations in our healthcare system.
As one of the team’s senior partners, Ryan works very closely with the clients served by the Iles Schropp Group. He truly enjoys addressing the wealth management needs of the individuals and families he serves throughout the country, as well as the service he provides to many of the Group’s institutional clients. These institutional clients primarily include corporate retirement plans and nonprofit organizations, with a primary focus on foundations and endowments of all sizes. When working with individuals, Ryan finds the greatest satisfaction in helping clients to plan for, prioritize, and balance their financial goals, especially when it comes to advancing ongoing priorities and navigating major life transitions such as retirement, a new career, the sale of a business, or just about any significant life milestone.
Ryan first joined Merrill and the Iles Schropp Group in 2005 and is a second-generation financial advisor. Ryan is a proud graduate of Central Michigan University, where he studied Personal Financial Planning. Much like the rest of the Iles Schropp Group, he is committed to continued education and lifelong learning, and holds two noteworthy professional designations. Ryan is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and also holds the Certified Investment Management Analyst® (CIMA®) designation. Ryan was also proud to be recognized as a top advisor on Forbes/SHOOK’s “America’s Top Next Generation Wealth Advisors” inaugural list in 2017, and again in 2018, as well as being named to the “Forbes Next-Gen Best-In-State Wealth Advisors” list for the state of Michigan in 2019, and named to the Forbes “Top Next-Generation Wealth Advisors” list in 2020.*
Ryan resides in Saginaw, Michigan with his wife, Chelsea, and son, Brayden. Ryan and Chelsea both enjoy being active in their community and church, pursuing many different interests in outdoor activities, traveling, and spending time with family and friends. Ryan also has a variety of personal interests, including competitive endurance sports, water sports, artistic projects, and learning the game of golf. He is also an active member of the Saginaw Club and involved in Leadership Saginaw Cares, the Council of Michigan Foundations, the Investments & Wealth Institute, The National Association of Plan Advisors, and other professional organizations and community endeavors. Ryan loves meeting new people and looks forward to serving current and future clients for many years to come.
*Source: The Forbes "Top Next-Generation Wealth Advisors" list, July 22, 2020. For more information about the selection criteria, go to http://details-he.re/oRxT00. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative or indicative of any one client's experience, future performance, or investment outcome, and such rankings should not be construed as an endorsement of the advisor.
*Source: Forbes “Best-in-State Next-Generation Wealth Advisors” list, September 4, 2019. For more information about the selection criteria, go to http://details-he.re/8ny9H7. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client’s experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor.
*Source: Forbes/SHOOK "America's Top Next-Generation Wealth Advisors" list, July 2018. For more information about the selection criteria, go to http://details-he.re/F7Z3tV. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client's experience, future performance, or investment outcome.
Central Michigan University
Forbes "Best-in-State Next Generation Wealth Advisors"
Forbes "Top Next-Generation Wealth Advisors"
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.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.
Senior Wealth Management Lending Officer
Bank of America, N.A.
Structured Credit Executive
Bank of America, N.A.
Alternative Investments Regional Specialist
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 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
We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue 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.