Ryan Martin

I'm a leading member of a team of five financial professionals who advise, oversee, and manage all things financial of a select group of wealthy families. Our clients are current and past executives of privately held and publicly traded businesses as well as multi-generational affluent families. Through our extensive knowledge in financial and wealth management strategies, estate planning services, providing access to private banking services and our comprehensive approach to wealth management, our goal is to provide simplification, organization, and proactive management of our clients financial affairs. Our team was founded on the guiding principal of treating our clients' wealth as we would our own. The cornerstones of our practice are excellence and integrity; which are reflected by our transparency and accountability, valuing our relationships, providing a high level of competency, and a focus on risk management to help preserve and grow our clients wealth. We often integrate with our clients' outside advisors, including attorneys, tax professionals, business managers, and family offices. By doing so, we can advance a holistic wealth management framework that is tax efficient and takes into consideration the transition of wealth to future generations and philanthropic interests. Mentorship has played a vital role in my development as an individual and as such giving back to the community is important to me. In addition to running a wealth management practice, I teach wealth management during the first four years of a new advisors career at Merrill. I enjoy living an active lifestyle. In my spare time you can often find me at the gym, at the beach, hiking, or traveling. *Banking Services are through Bank of America, N.A. *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.