Verified recordFinancial Services

Ryan Swan

Financial Advisor, First Vice President at Merrill Lynch

Based in Bala-Cynwyd, United States

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Seniority

Vp

Department

Finance & Accounting

Location

Bala-Cynwyd

Industry

Financial Services

Company size

35K

Contact information

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Email

1 credit

r•••••••@ml.com

Phone

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Background

About Ryan Swan

Senior Financial Advisor at Merrill Lynch | Merrill for Attorneys First VP at Merrill Lynch | Wealth Management Services Serving attorneys in the PA, DE & SNJ markets As a Senior Financial Advisor and First Vice President at Merrill Lynch Wealth Management, I have over 18 years of experience in the finance industry with the last 7 years dedicated solely to providing comprehensive financial solutions to attorneys in major law firms across Pennsylvania, Delaware, and Southern New Jersey. I specialize in retirement planning, cash-flow strategies, tax mitigation, credit solutions and college education planning, tailoring each strategy to the specific needs and goals of my clients at different stages of their careers and lives. I am part of the Altadonna Group, a prestigious team of experts that offers a Family-Office style experience with capabilities including but not limited to: Private Banking, Home Lending, Custom Credit, and Wealth Planning. I leverage the resources and insights of our team to deliver personalized and holistic advice to attorneys, helping them achieve their financial objectives and aspirations. Besides my passion for serving the legal industry, I am also a proud husband and father, a die-hard Philadelphia sports fan, an Assistant Football Coach for St. Joe's Prep in Philadelphia, and a volunteer Big Brother for the Big Brother's/Big Sister's organization.

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