Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
The Shea Group is dedicated to helping our clients achieve their financial goals. We believe every client is entitled the highest level of personalized service and care. With the global resources of Merrill, we place our clients at the center of the wealth management process as we work together to design goals-based financial strategies to help them reach the goals that they value the most.
First and foremost, our mission is to understand our clients and their priorities. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where their wealth stands today, and where they would like it to be tomorrow. We help our client’s design, implement and periodically monitor a customized wealth management strategy that helps them pursue their personal financial goals without undue sacrifice to their lifestyle or unnecessary investment risk. Our wealth management approach is about using wealth to help turn goals into reality. When our clients succeed, we succeed.
Our ability to leverage investment insights of Merrill and the banking convenience of Bank of America allows us to devise strategies designed to help preserve, grow and distribute your wealth. We strive to exceed client expectations through our proactive approach to communication, our attention to personalized service, and our commitment to continuing financial education.
The Shea Group has over 40 years of experience in the financial services and wealth management industry. We take great pride in our ability to serve our clients and their future generations.
Ryan Shea is a Financial Advisor in the Princeton, NJ complex of Merrill Lynch Wealth Management. Ryan joined The Shea Group in 2017 after spending four years with Prudential Investments. In his prior role Ryan co-managed the marketing and distribution efforts of Prudential’s Mutual Funds and Separate Accounts throughout Northern New Jersey. Ryan brings over five years of industry experience having worked in both advisory and sales related roles.
Ryan earned a B.S. in Finance from The College of New Jersey in Ewing, NJ. Outside of the office, Ryan enjoys spending time with his family and playing golf with his friends.
Ryan holds the Series 7 and 66 FINRA registrations as well as a New Jersey Life and Health producer license.
The College of New Jersey
Our experts examine the forces that are changing the world – and how they may impact your life
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.
Wealth Management Banking Specialist
Wealth Management Lending Officer NMLS #204681
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
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.
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 strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.