Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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 “Best-in-State Next-Generation Wealth Advisors” list for the state of Michigan in 2019.
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: 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.
Central Michigan University
Forbes "Best-in-State Next Generation Wealth Advisors"
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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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