Ryan has been with Merrill Lynch Wealth Management since October of 2015. He works with employees with concentrated stock positions looking to leverage the experience of a 35+ year investing veteran and the wealth management planning skills of a CERTIFIED FINANCIAL PLANNER™ professional.

He works with his clients to address their needs as they apply to:

-Investment Management -Retirement Planning -Equity Compensation -Wealth Transfer and Trust -Education Funding -Tax Minimization Strategies -Insurance and Lending -Business Services

Minimum Household Size: $500,000

It is his aim that by addressing all the above for clients while providing advice and guidance that moves clients closer to accomplishing their long-term financial goals, he can help them become more confident and knowledgeable about the financial decisions they are making.

The investment services include equities, fixed income, ETFs, mutual funds and other types of investments. Ryan can also provide access to lending, banking, and credit from Bank of America, N.A., member FDIC and a wholly owned subsidiary of Bank of America Corp. As of September of 2018, he also holds the CERTIFIED FINANCIAL PLANNER, CFP® certification.

After graduating from Santa Clara University with a B.S. in Finance, Ryan returned home to Bellevue where he was born and raised. In addition to being an avid soccer player, Ryan enjoys playing golf, snow skiing, video games, and attending live music events.

Ryan joined a team with his father, Gary F. Wheatley Jr., to be able to better meet the needs of current and future clients.

\*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. \*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets. \*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.