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.
I hope we can be of service to you soon.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.