Ryan Antonacci

Background

About Ryan Antonacci

I lead a retirement planning and wealth advisory team that serves retirement plan sponsors, their employees and high new worth families around the country. My mission is to offer a range of institutional capabilities, customized strategies, and best practices to help maximize the value of your plan and help to improve your overall financial wellness. Backed by the vast resources of a global leader, my commitment to clients is based on three core principles: Experienced Guidance: •A deep knowledge of retirement plans, compliance standards, and financial strategies that comes from decades of experience and advanced designations •Embedding mindfulness and continuous improvement into my practice generates clear thinking and better decision making on behalf of clients •Access to research, objective guidance, financial stability, and a proactive approach- and the vast resources of Merrill, a global leader in wealth management Innovative Perspectives: •A disciplined discovery process helps understand the current state of your plan and outline clear next steps to help you reach your long-term organizational goals •Consistent objective reviewing keeps plan sponsors and employees up to date of progress, identifies external threats and opportunities, and optimizes their strategy •A robust platform allows for a seamless transition to personal financial strategies which addresses key financial concerns from accumulation to legacy planning Trusted Collaboration: •Dedication to and passion for earning client trust is demonstrated by always putting client interests first and treating them with respect, dignity, and care •The ability to simplify complex topics and educate clients on wealth related issues helps clients make better decision and ease the worry that comes with planning •Taking an active interest in the lives of clients and surrounding communities helps create genuine relationships and builds and maintains trust