Ryan Haslett

Background

About Ryan Haslett

With over a decade of experience in financial services, I am a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. My team, Macauley, Bernoskie, Haslett & Associates, was named to the 2024 Forbes "Best-in-State Wealth Management Teams" list (published on January 9, 2024. Rankings based on data as of March 31, 2023.) I hold certifications as a Senior Portfolio Advisor, a Retirement Accredited Financial Advisor, and a Sports & Entertainment Accredited Wealth Management Advisor™ from the College for Financial Planning Institutes Corp. Before joining Merrill in 2020, I worked at Lazard (a traditional investment management firm) and Winton (a quantitative hedge fund), where I gained exposure to various asset classes, strategies, and markets. I leveraged my analytical, research, and marketing skills to deliver value to institutional and high-net-worth clients. I hold a Bachelor of Arts degree from Columbia University, where I spent 4 years playing football for the Lions. My approach to wealth management is comprehensive and holistic, connecting all aspects of clients' financial lives and helping them prioritize and pursue their goals. I work with executives, physicians, families, and small businesses to understand their needs, risk tolerance, time horizon, and liquidity requirements. Once I have a complete understanding of my clients financial life and goals, I recommend a customized strategy that aligns with their objectives and values. I leverage the investment insights of Merrill and the banking convenience of Bank of America to provide a seamless and personalized service to my clients. I am passionate about supporting and honoring the veteran and military community. The nonprofit organizations I am fortunate to work with (Carry the Load, American Corporate Partners, and Bank of America's Military Support & Assistance Group) assist active-duty military members, veterans, first responders and their families. I live in Fair Haven, NJ with my wife Allison, our son Aiden, our daughter Maeve, and our golden retriever Brody. In my spare time, I enjoy boating, fishing, watching football, and spending time with my family. If you would like to learn more about building a sound financial future, don't hesitate to get in touch: Email: ryan.haslett@ml.com Phone: 908-522-3307