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 Lynch, 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 Lynch 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. 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
We along with your tax professional can help you understand how it might affect your investment strategy
Supported by the global resources of Merrill Lynch, 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 Financial Advisor if you have questions about how a specialist might be able to assist you.
Senior Wealth Management Lending Officer
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
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 give you peace of mind* that you're on track to help 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 destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
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 financial 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, 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.